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 | $140,118 | $57,305+144.5% | $86,640+61.7% | $75,173+86.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.66% | 2674.24%-2650.6pp | 592.52%-568.9pp | 160.72%-137.1pp |
| Employer contribution / active EE | $23,687 | $2,316+922.7% | $3,024+683.2% | $2,671+786.9% |
| Participant deferral / active EE | $16,428 | $3,320+394.9% | $4,438+270.1% | $4,126+298.1% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |