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 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.3%-47.3pp |
| Annual return | 18.72% | 12.78%+5.9pp | 12.93%+5.8pp | 12.16%+6.6pp |
| Employer contribution / active EE | $21,429 | $42,142-49.2% | $35,210-39.1% | $44,747-52.1% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |