Filed August 31, 2023
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,904 | $148,623-81.2% | $135,974-79.5% | $139,466-80.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.64% | 79.30%-49.7pp | 68.30%-38.7pp | 373.66%-344.0pp |
| Employer contribution / active EE | $4,937 | $5,246-5.9% | $4,859+1.6% | $4,754+3.9% |
| Participant deferral / active EE | $8,681 | $8,103+7.1% | $7,760+11.9% | $6,712+29.3% |
| Admin fee / account holder | $73 | $12,406-99.4% | $10,767-99.3% | $11,409-99.4% |