Filed May 10, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,989 | $87,546-77.2% | $75,784-73.6% | $125,389-84.1% |
| Participation rate | 86.7% | 80.2%+6.5pp | 75.8%+10.8pp | 83.2%+3.5pp |
| Annual return | 279.69% | 13.49%+266.2pp | 9.68%+270.0pp | 282.24%-2.6pp |
| Employer contribution / active EE | $2,512 | $3,930-36.1% | $3,323-24.4% | $4,866-48.4% |
| Participant deferral / active EE | $4,871 | $4,230+15.2% | $3,652+33.4% | $5,352-9.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |