Filed December 6, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,700 | $89,370-65.6% | $141,197-78.3% | $72,976-57.9% |
| Participation rate | 71.1% | 75.1%-4.0pp | 82.5%-11.4pp | 69.5%+1.6pp |
| Annual return | 44.46% | 111.88%-67.4pp | 71.41%-26.9pp | 81.02%-36.6pp |
| Employer contribution / active EE | $1,292 | $3,115-58.5% | $4,736-72.7% | $2,440-47.0% |
| Participant deferral / active EE | $5,791 | $5,419+6.9% | $6,710-13.7% | $3,608+60.5% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |