Filed December 28, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,407 | $165,399-84.0% | $149,745-82.4% | $158,982-83.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.63% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $4,385 | $5,105-14.1% | $4,646-5.6% | $4,763-7.9% |
| Participant deferral / active EE | $6,018 | $7,183-16.2% | $6,843-12.1% | $5,983+0.6% |
| Admin fee / account holder | $96 | $10,811-99.1% | $9,312-99.0% | $11,252-99.2% |