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 | $38,077-100.0% | $143,222-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 57.6%-57.6pp | 13.0%-13.0pp |
| Annual return | 6.14% | 8.86%-2.7pp | 8.97%-2.8pp | 13.59%-7.4pp |
| Employer contribution / active EE | $8,893 | $8,919-0.3% | $37,026-76.0% | $14,592-39.1% |
| Participant deferral / active EE | $0 | $774-100.0% | $1,023-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,716-100.0% | $2,546-100.0% | $29,657-100.0% |