Filed December 27, 2024 (most recent of 6 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,002 | $111,491-39.0% | $189,534-64.1% | $86,828-21.7% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.8%+12.0pp | 72.3%+27.5pp |
| Annual return | 29.06% | 83.50%-54.4pp | 555.39%-526.3pp | 97.95%-68.9pp |
| Employer contribution / active EE | $3,814 | $3,951-3.5% | $6,162-38.1% | $2,406+58.5% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,049-100.0% | $170-100.0% |