Filed October 8, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,686 | $52,279+39.0% | $89,435-18.7% | $79,856-9.0% |
| Participation rate | 93.8% | 57.5%+36.2pp | 68.0%+25.8pp | 69.6%+24.1pp |
| Annual return | 22.33% | 22.16%+0.2pp | 245.55%-223.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,990 | $1,572+90.2% | $2,587+15.6% | $2,471+21.0% |
| Participant deferral / active EE | $9,002 | $2,740+228.5% | $3,890+131.4% | $3,741+140.7% |
| Admin fee / account holder | $81 | $3,356-97.6% | $4,884-98.3% | $5,306-98.5% |