Filed October 26, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 3.64% | 5.68%-2.0pp | 4.74%-1.1pp | 4.56%-0.9pp |
| Employer contribution / active EE | $36,000 | $16,243+121.6% | $36,089-0.2% | $15,526+131.9% |
| Participant deferral / active EE | $1,657 | $115+1342.6% | $59+2726.2% | $97+1616.5% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |