Filed May 10, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,989 | $87,540-77.2% | $75,781-73.6% | $125,392-84.1% |
| Participation rate | 86.7% | 80.2%+6.5pp | 75.8%+10.8pp | 83.2%+3.5pp |
| Annual return | 279.69% | 13.48%+266.2pp | 9.68%+270.0pp | 282.23%-2.5pp |
| Employer contribution / active EE | $2,512 | $3,930-36.1% | $3,323-24.4% | $4,866-48.4% |
| Participant deferral / active EE | $4,871 | $4,229+15.2% | $3,651+33.4% | $5,351-9.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,541-100.0% |