Filed October 19, 2023 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,937 | $101,591-37.1% | $147,096-56.5% | $74,429-14.1% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 258.31% | 8746.45%-8488.1pp | 419.75%-161.4pp | 1368.38%-1110.1pp |
| Employer contribution / active EE | $15,588 | $3,813+308.9% | $4,936+215.8% | $2,625+493.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5 | $1,750-99.7% | $13,005-100.0% | $1,944-99.7% |