Filed January 12, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,023 | $82,972-28.9% | $103,374-42.9% | $77,671-24.0% |
| Participation rate | 95.0% | 71.5%+23.5pp | 74.5%+20.5pp | 70.6%+24.4pp |
| Annual return | 259.43% | 19.14%+240.3pp | 24.89%+234.5pp | 31.21%+228.2pp |
| Employer contribution / active EE | $15,516 | $3,554+336.6% | $3,869+301.0% | $2,726+469.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |