Filed July 28, 2023 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,250 | $69,541+52.8% | $59,899+77.4% | $135,381-21.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.76% | 7.95%-9.7pp | 3.46%-5.2pp | 519.81%-521.6pp |
| Employer contribution / active EE | $4,002 | $3,236+23.7% | $2,723+47.0% | $4,779-16.3% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,403-100.0% | $5,609-100.0% |
| Admin fee / account holder | $92 | $5,737-98.4% | $3,592-97.4% | $10,828-99.1% |