Filed December 16, 2022 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,499 | $45,152+80.5% | $73,836+10.4% | $59,633+36.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.03% | 27.40%-27.4pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,444 | $1,901+28.6% | $2,787-12.3% | $2,203+11.0% |
| Participant deferral / active EE | $6,568 | $2,573+155.3% | $3,583+83.3% | $3,192+105.8% |
| Admin fee / account holder | $30 | $3,515-99.2% | $4,882-99.4% | $4,297-99.3% |