Filed August 9, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,498 | $45,041-72.3% | $63,003-80.2% | $70,131-82.2% |
| Participation rate | 94.8% | 69.5%+25.3pp | 74.8%+20.0pp | 69.5%+25.3pp |
| Annual return | 12.48% | 18.76%-6.3pp | 87.59%-75.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $478 | $2,052-76.7% | $2,760-82.7% | $2,342-79.6% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $196 | $2,836-93.1% | $3,600-94.6% | $4,645-95.8% |