Filed August 29, 2024 (most recent of 6 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,035 | $204,517-64.3% | $69,480+5.1% | $77,775-6.1% |
| Participation rate | 98.6% | 74.6%+23.9pp | 74.6%+24.0pp | 73.2%+25.3pp |
| Annual return | 17.36% | 22.10%-4.7pp | 28.99%-11.6pp | 32.58%-15.2pp |
| Employer contribution / active EE | $1,581 | $3,548-55.4% | $2,780-43.1% | $2,504-36.8% |
| Participant deferral / active EE | $4,390 | $3,478+26.2% | $3,537+24.1% | $3,966+10.7% |
| Admin fee / account holder | $19 | $101-81.4% | $3,840-99.5% | $100-81.3% |