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 | $101,672-37.1% | $147,117-56.5% | $74,478-14.2% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 258.31% | 8757.83%-8499.5pp | 420.54%-162.2pp | 1370.56%-1112.3pp |
| Employer contribution / active EE | $15,588 | $3,813+308.8% | $4,932+216.0% | $2,626+493.5% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5 | $1,753-99.7% | $12,993-100.0% | $1,946-99.7% |