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 | $71,225 | $82,979-14.2% | $102,383-30.4% | $77,714-8.4% |
| Participation rate | 93.9% | 71.5%+22.4pp | 74.5%+19.4pp | 70.6%+23.4pp |
| Annual return | 25.17% | 19.11%+6.1pp | 24.94%+0.2pp | 31.26%-6.1pp |
| Employer contribution / active EE | $4,000 | $3,554+12.6% | $3,870+3.4% | $2,727+46.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |