Filed September 20, 2022 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,478 | $49,177+23.0% | $79,467-23.9% | $64,173-5.8% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | 8.70% | -1.16%+9.9pp | 718.30%-709.6pp | 7.63%+1.1pp |
| Employer contribution / active EE | $8,145 | $2,076+292.3% | $2,800+190.9% | $2,381+242.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |