Filed November 17, 2022 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,635 | $88,183-7.4% | $107,187-23.8% | $71,012+15.0% |
| Participation rate | 93.2% | 67.5%+25.7pp | 75.0%+18.2pp | 58.6%+34.7pp |
| Annual return | 20.86% | 16.47%+4.4pp | 204.55%-183.7pp | 37.67%-16.8pp |
| Employer contribution / active EE | $3,862 | $3,914-1.3% | $3,782+2.1% | $2,348+64.5% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |