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 | $160,772 | $81,643+96.9% | $70,462+128.2% | $158,950+1.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.66% | 208.51%-189.8pp | 109.08%-90.4pp | 302.91%-284.2pp |
| Employer contribution / active EE | $5,136 | $3,218+59.6% | $2,737+87.6% | $4,762+7.8% |
| Participant deferral / active EE | $6,700 | $4,555+47.1% | $3,710+80.6% | $5,983+12.0% |
| Admin fee / account holder | $153 | $6,194-97.5% | $3,845-96.0% | $11,248-98.6% |