Filed February 7, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | 7.70% | 6.49%+1.2pp | 6.89%+0.8pp | 13.05%-5.3pp |
| Employer contribution / active EE | $121,093 | $48,281+150.8% | $43,868+176.0% | $37,664+221.5% |
| Participant deferral / active EE | $0 | $30-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |