Filed February 3, 2025 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,043 | $75,963-7.8% | $97,995-28.5% | $70,126-0.1% |
| Participation rate | 97.0% | 77.0%+20.0pp | 82.4%+14.6pp | 69.5%+27.4pp |
| Annual return | 19.64% | 19.26%+0.4pp | 23.94%-4.3pp | 73.15%-53.5pp |
| Employer contribution / active EE | $6,340 | $3,278+93.4% | $4,158+52.5% | $2,343+170.6% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $197 | $5,407-96.4% | $5,943-96.7% | $4,646-95.8% |