Filed October 26, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | 3.74% | -0.83%+4.6pp | -0.81%+4.6pp | -7.14%+10.9pp |
| Employer contribution / active EE | $31,200 | $16,035+94.6% | $38,425-18.8% | $14,613+113.5% |
| Participant deferral / active EE | $1,525 | $73+1992.4% | $315+383.3% | $60+2434.3% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |