Filed January 24, 2023 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,249 | $54,763-19.2% | $90,324-51.0% | $72,976-39.4% |
| Participation rate | 84.6% | 65.2%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $10,066 | $2,093+380.9% | $2,856+252.5% | $2,440+312.5% |
| Participant deferral / active EE | $9,886 | $2,887+242.4% | $3,885+154.4% | $3,608+174.0% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |