Filed September 18, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $534,210-100.0% | $377,002-100.0% | $534,210-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 100.0%-100.0pp | 89.6%-89.6pp |
| Annual return | 0.00% | 10.40%-10.4pp | 20.52%-20.5pp | 10.40%-10.4pp |
| Employer contribution / active EE | $0 | $19,440-100.0% | $22,038-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $7,331-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,821-100.0% | $9,841-100.0% | $14,821-100.0% |