Filed October 18, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,041 | $84,236+148.2% | $170,435+22.7% | $70,126+198.1% |
| Participation rate | 84.1% | 70.8%+13.3pp | 83.6%+0.5pp | 69.5%+14.6pp |
| Annual return | 936.37% | 23.06%+913.3pp | 205.94%+730.4pp | 73.15%+863.2pp |
| Employer contribution / active EE | $16,727 | $3,387+393.8% | $5,432+207.9% | $2,343+614.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |