Filed December 28, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,424 | $176,105-74.8% | $159,474-72.1% | $167,536-73.5% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 14.95% | 331.91%-317.0pp | 263.68%-248.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $5,878 | $5,299+10.9% | $4,831+21.7% | $4,839+21.5% |
| Participant deferral / active EE | $6,912 | $7,751-10.8% | $7,353-6.0% | $6,342+9.0% |
| Admin fee / account holder | $103 | $12,559-99.2% | $10,802-99.0% | $12,315-99.2% |