Filed November 14, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,091 | $153,769-67.4% | $133,975-62.6% | $273,972-81.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,142 | $6,029-64.5% | $5,211-58.9% | $4,869-56.0% |
| Participant deferral / active EE | $7,439 | $6,958+6.9% | $6,282+18.4% | $5,287+40.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |