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 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 7.43% | 1.95%+5.5pp | -0.33%+7.8pp | 10.56%-3.1pp |
| Employer contribution / active EE | $9,000 | $13,608-33.9% | $25,782-65.1% | $13,643-34.0% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |