Filed July 22, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,183 | $138,075-67.3% | $123,552-63.4% | $135,379-66.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.03% | 153.70%-156.7pp | 119.20%-122.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $6,510 | $5,152+26.4% | $4,628+40.7% | $4,779+36.2% |
| Participant deferral / active EE | $14,057 | $6,800+106.7% | $6,426+118.8% | $5,609+150.6% |
| Admin fee / account holder | $61 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |