Filed July 11, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,214 | $88,754+7.3% | $81,820+16.4% | $145,877-34.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.44% | 1031.77%-1014.3pp | 777.93%-760.5pp | 551.28%-533.8pp |
| Employer contribution / active EE | $4,250 | $3,085+37.7% | $2,915+45.8% | $4,663-8.9% |
| Participant deferral / active EE | $8,493 | $4,648+82.7% | $4,323+96.5% | $6,691+26.9% |
| Admin fee / account holder | $5 | $8,424-99.9% | $7,391-99.9% | $13,402-100.0% |