Filed January 22, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,128 | $23,224+189.0% | $71,086-5.6% | $55,725+20.5% |
| Participation rate | 98.9% | 37.9%+61.0pp | 54.7%+44.2pp | 70.9%+28.0pp |
| Annual return | 11.28% | -2.87%+14.1pp | 650.59%-639.3pp | 244.93%-233.7pp |
| Employer contribution / active EE | $7,207 | $436+1552.2% | $1,088+562.6% | $2,078+246.8% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,874-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |