Filed October 20, 2023 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $333,627-100.0% | $205,371-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 56.2%-56.2pp | 35.7%-35.7pp |
| Annual return | 25.07% | 4.86%+20.2pp | 5.90%+19.2pp | 15.19%+9.9pp |
| Employer contribution / active EE | $7,692 | $32,229-76.1% | $24,714-68.9% | $34,877-77.9% |
| Participant deferral / active EE | $0 | $249-100.0% | $644-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $19,108-100.0% | $13,227-100.0% | $50,584-100.0% |