Filed February 19, 2024 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,337 | $65,395-70.4% | $182,558-89.4% | $72,976-73.5% |
| Participation rate | 79.7% | 65.4%+14.3pp | 78.0%+1.8pp | 69.5%+10.2pp |
| Annual return | 33.06% | 27.68%+5.4pp | 148.59%-115.5pp | 81.02%-48.0pp |
| Employer contribution / active EE | $718 | $1,911-62.4% | $4,076-82.4% | $2,440-70.6% |
| Participant deferral / active EE | $2,852 | $3,563-19.9% | $5,526-48.4% | $3,608-20.9% |
| Admin fee / account holder | $151 | $4,245-96.4% | $8,594-98.2% | $5,124-97.1% |