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 | $143,446 | $77,443+85.2% | $69,480+106.5% | $152,914-6.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.90% | 39.09%-15.2pp | 28.99%-5.1pp | 345.48%-321.6pp |
| Employer contribution / active EE | $4,860 | $3,316+46.6% | $2,780+74.8% | $4,764+2.0% |
| Participant deferral / active EE | $6,943 | $4,415+57.3% | $3,537+96.3% | $5,852+18.6% |
| Admin fee / account holder | $180 | $6,208-97.1% | $3,840-95.3% | $11,601-98.4% |