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 | $58,389 | $86,897-32.8% | $151,634-61.5% | $64,829-9.9% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.5%+12.2pp | 71.5%+28.2pp |
| Annual return | -16.64% | -3.57%-13.1pp | 3.32%-20.0pp | 32.85%-49.5pp |
| Employer contribution / active EE | $4,392 | $4,010+9.5% | $6,165-28.8% | $2,507+75.2% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,614-100.0% | $188-100.0% |