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 | $86,882-6.0% | $150,734-45.8% | $69,255+17.9% |
| Participation rate | 93.2% | 84.3%+9.0pp | 78.4%+14.8pp | 69.0%+24.2pp |
| Annual return | 20.86% | 10.69%+10.2pp | 600.81%-579.9pp | 26.73%-5.9pp |
| Employer contribution / active EE | $3,862 | $5,194-25.6% | $4,918-21.5% | $2,645+46.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $14,905-100.0% | $733-100.0% |