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 | $70,093 | $60,139+16.6% | $90,461-22.5% | $79,856-12.2% |
| Participation rate | 97.0% | 65.0%+32.0pp | 72.7%+24.3pp | 69.6%+27.3pp |
| Annual return | 39.60% | 71.96%-32.4pp | 1294.76%-1255.2pp | 31.71%+7.9pp |
| Employer contribution / active EE | $20,582 | $2,069+894.9% | $3,264+530.6% | $2,471+732.9% |
| Participant deferral / active EE | $14,702 | $2,939+400.2% | $3,964+270.8% | $3,741+293.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |