Filed January 18, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,119 | $100,911-59.3% | $90,440-54.5% | $158,966-74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 42.62% | 1726.62%-1684.0pp | 1294.38%-1251.8pp | 302.95%-260.3pp |
| Employer contribution / active EE | $3,207 | $3,690-13.1% | $3,263-1.7% | $4,762-32.7% |
| Participant deferral / active EE | $7,075 | $4,348+62.7% | $3,964+78.5% | $5,983+18.2% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |