Filed March 18, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,306 | $140,578-39.3% | $100,671-15.3% | $125,388-32.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.92% | 24.67%-23.8pp | 20.43%-19.5pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,248 | $3,981+56.9% | $3,144+98.8% | $5,352+16.8% |
| Admin fee / account holder | $84 | $6,716-98.8% | $4,850-98.3% | $9,541-99.1% |