Filed December 21, 2023 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,486-100.0% | $78,676-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 6.59% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $5,461 | $3,175+72.0% | $2,850+91.6% | $4,869+12.2% |
| Participant deferral / active EE | $4,430 | $3,901+13.6% | $3,517+26.0% | $5,287-16.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |