Filed January 25, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,140 | $140,592-46.6% | $123,106-39.0% | $125,388-40.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.14% | 16.80%-17.9pp | 13.22%-14.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $4,597 | $6,041-23.9% | $5,151-10.8% | $4,866-5.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |