Filed July 11, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,214 | $88,815+7.2% | $81,882+16.3% | $145,897-34.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.44% | 1033.75%-1016.3pp | 779.47%-762.0pp | 552.29%-534.9pp |
| Employer contribution / active EE | $4,250 | $3,086+37.7% | $2,916+45.7% | $4,663-8.9% |
| Participant deferral / active EE | $8,493 | $4,647+82.8% | $4,323+96.5% | $6,689+27.0% |
| Admin fee / account holder | $5 | $8,434-99.9% | $7,360-99.9% | $13,390-100.0% |