Filed November 10, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,768 | $113,941+8.6% | $94,229+31.3% | $125,389-1.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.34% | 5.29%-4.9pp | 10.68%-10.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $3,899 | $4,727-17.5% | $3,587+8.7% | $4,866-19.9% |
| Participant deferral / active EE | $4,715 | $5,179-9.0% | $4,320+9.1% | $5,352-11.9% |
| Admin fee / account holder | $92 | $8,392-98.9% | $6,269-98.5% | $9,541-99.0% |