Filed August 9, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,026 | $45,087-71.1% | $69,483-81.3% | $72,976-82.2% |
| Participation rate | 96.3% | 68.5%+27.8pp | 74.6%+21.7pp | 69.5%+26.8pp |
| Annual return | 17.77% | 22.67%-4.9pp | 28.99%-11.2pp | 81.02%-63.2pp |
| Employer contribution / active EE | $793 | $2,055-61.4% | $2,780-71.5% | $2,440-67.5% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $261 | $3,057-91.5% | $3,841-93.2% | $5,124-94.9% |