Filed November 14, 2022
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,129 | $197,625-60.0% | $177,840-55.5% | $158,966-50.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.66% | 58.76%-42.1pp | 48.32%-31.7pp | 302.95%-286.3pp |
| Employer contribution / active EE | $2,964 | $6,698-55.7% | $5,919-49.9% | $4,762-37.8% |
| Participant deferral / active EE | $9,210 | $8,405+9.6% | $7,714+19.4% | $5,983+53.9% |
| Admin fee / account holder | $2 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |