Filed January 6, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,078 | $90,607-66.8% | $79,467-62.2% | $135,380-77.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.62% | 977.74%-985.4pp | 718.30%-725.9pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,444 | $3,068-20.3% | $2,800-12.7% | $4,779-48.9% |
| Participant deferral / active EE | $4,646 | $4,050+14.7% | $3,704+25.4% | $5,609-17.2% |
| Admin fee / account holder | $5 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |