Filed August 9, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,589 | $40,275-73.7% | $57,356-81.5% | $59,633-82.2% |
| Participation rate | 94.8% | 69.1%+25.7pp | 75.1%+19.7pp | 68.7%+26.1pp |
| Annual return | 1.31% | 27.52%-26.2pp | 24.41%-23.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $839 | $1,921-56.3% | $2,689-68.8% | $2,203-61.9% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $264 | $2,820-90.6% | $3,357-92.1% | $4,297-93.9% |