Filed February 26, 2024 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 11.27% | 8.48%+2.8pp | 9.39%+1.9pp | 10.21%+1.1pp |
| Employer contribution / active EE | $65,333 | $40,983+59.4% | $33,466+95.2% | $42,272+54.6% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |