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 | $60,139-100.0% | $90,461-100.0% | $79,856-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 16.81% | 71.96%-55.2pp | 1294.76%-1278.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $5,701 | $2,069+175.6% | $3,264+74.7% | $2,471+130.7% |
| Participant deferral / active EE | $5,482 | $2,939+86.5% | $3,964+38.3% | $3,741+46.6% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |