Filed August 9, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,045 | $46,534-65.5% | $64,097-75.0% | $75,177-78.7% |
| Participation rate | 87.8% | 65.9%+21.8pp | 72.3%+15.4pp | 67.2%+20.6pp |
| Annual return | 13.52% | 26.07%-12.6pp | 33.75%-20.2pp | 160.75%-147.2pp |
| Employer contribution / active EE | $1,324 | $1,976-33.0% | $2,750-51.9% | $2,671-50.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $157 | $2,957-94.7% | $3,070-94.9% | $5,651-97.2% |