Filed November 14, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,169 | $171,867-67.3% | $149,721-62.5% | $147,586-61.9% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 13.78% | 2113.36%-2099.6pp | 1501.67%-1487.9pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,023 | $6,275-67.8% | $5,444-62.8% | $4,876-58.5% |
| Participant deferral / active EE | $6,822 | $7,270-6.2% | $6,568+3.9% | $5,439+25.4% |
| Admin fee / account holder | $141 | $13,799-99.0% | $11,282-98.7% | $10,886-98.7% |