Filed May 10, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,974 | $72,273+9.3% | $101,275-22.0% | $79,856-1.1% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 25.60% | 22.30%+3.3pp | 46.48%-20.9pp | 31.71%-6.1pp |
| Employer contribution / active EE | $5,905 | $2,691+119.4% | $3,660+61.3% | $2,471+139.0% |
| Participant deferral / active EE | $5,817 | $3,282+77.3% | $4,371+33.1% | $3,741+55.5% |
| Admin fee / account holder | $236 | $4,401-94.6% | $5,948-96.0% | $5,306-95.5% |