Filed August 31, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,613 | $138,114-88.0% | $125,391-86.8% | $134,545-87.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,576 | $5,246-31.8% | $4,816-25.7% | $4,742-24.6% |
| Participant deferral / active EE | $8,767 | $7,801+12.4% | $7,448+17.7% | $6,401+36.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |