Filed February 24, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,074 | $123,793+5.1% | $177,848-26.9% | $79,856+62.9% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 40.92% | 22.82%+18.1pp | 48.33%-7.4pp | 31.71%+9.2pp |
| Employer contribution / active EE | $8,534 | $4,095+108.4% | $5,919+44.2% | $2,471+245.3% |
| Participant deferral / active EE | $15,150 | $5,956+154.4% | $7,714+96.4% | $3,741+305.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |