Filed March 6, 2023 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,596 | $183,592+22.9% | $155,574+45.0% | $145,877+54.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 16.54% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $4,088 | $5,317-23.1% | $4,676-12.6% | $4,663-12.3% |
| Participant deferral / active EE | $8,891 | $6,466+37.5% | $5,629+57.9% | $6,691+32.9% |
| Admin fee / account holder | $282 | $19,316-98.5% | $15,914-98.2% | $13,402-97.9% |