Filed August 7, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,176 | $60,139+124.8% | $90,461+49.4% | $79,856+69.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $15,599 | $2,069+654.0% | $3,264+377.9% | $2,471+531.2% |
| Participant deferral / active EE | $7,906 | $2,939+169.0% | $3,964+99.4% | $3,741+111.4% |
| Admin fee / account holder | $86 | $3,978-97.8% | $5,617-98.5% | $5,306-98.4% |