Filed September 18, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,200 | $51,642+72.7% | $129,384-31.1% | $80,935+10.2% |
| Participation rate | 81.1% | 56.9%+24.2pp | 69.6%+11.4pp | 67.7%+13.4pp |
| Annual return | 20.44% | 20.78%-0.3pp | 9461.77%-9441.3pp | 35.66%-15.2pp |
| Employer contribution / active EE | $3,587 | $1,583+126.6% | $4,153-13.6% | $2,757+30.1% |
| Participant deferral / active EE | $4,548 | $2,670+70.4% | $4,166+9.2% | $4,299+5.8% |
| Admin fee / account holder | $13 | $4,312-99.7% | $7,686-99.8% | $6,924-99.8% |