Filed September 11, 2023 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,656 | $45,152-45.4% | $73,836-66.6% | $59,633-58.7% |
| Participation rate | 88.9% | 64.0%+24.9pp | 73.4%+15.4pp | 68.7%+20.2pp |
| Annual return | -0.19% | 27.40%-27.6pp | 2268.06%-2268.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,470 | $1,901-22.7% | $2,787-47.3% | $2,203-33.3% |
| Participant deferral / active EE | $2,882 | $2,573+12.0% | $3,583-19.6% | $3,192-9.7% |
| Admin fee / account holder | $195 | $3,515-94.5% | $4,882-96.0% | $4,297-95.5% |