Filed September 18, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,200 | $51,606+72.8% | $129,339-31.0% | $80,911+10.2% |
| Participation rate | 81.1% | 57.0%+24.1pp | 69.6%+11.4pp | 67.6%+13.4pp |
| Annual return | 20.44% | 20.76%-0.3pp | 9437.05%-9416.6pp | 35.63%-15.2pp |
| Employer contribution / active EE | $3,587 | $1,582+126.7% | $4,154-13.6% | $2,756+30.2% |
| Participant deferral / active EE | $4,548 | $2,669+70.4% | $4,170+9.1% | $4,297+5.8% |
| Admin fee / account holder | $13 | $4,310-99.7% | $7,668-99.8% | $6,935-99.8% |