Filed March 14, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,221 | $89,652-55.1% | $141,197-71.5% | $65,186-38.3% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.5%-7.5pp | 70.2%+4.8pp |
| Annual return | 29.45% | 32.79%-3.3pp | 71.41%-42.0pp | 29.39%+0.1pp |
| Employer contribution / active EE | $1,454 | $3,065-52.5% | $4,736-69.3% | $2,177-33.2% |
| Participant deferral / active EE | $5,571 | $5,691-2.1% | $6,710-17.0% | $3,514+58.5% |
| Admin fee / account holder | $156 | $569-72.6% | $10,265-98.5% | $847-81.6% |