Filed August 21, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,070 | $98,776-29.1% | $149,745-53.2% | $79,856-12.3% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 20.16% | 27.38%-7.2pp | 276.72%-256.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,091 | $3,217-3.9% | $4,646-33.5% | $2,471+25.1% |
| Participant deferral / active EE | $7,781 | $5,681+37.0% | $6,843+13.7% | $3,741+108.0% |
| Admin fee / account holder | $288 | $6,053-95.2% | $9,312-96.9% | $5,306-94.6% |