Filed August 7, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,173 | $118,877-81.3% | $96,570-77.0% | $167,536-86.8% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 14.99% | 50.50%-35.5pp | 37.79%-22.8pp | 478.82%-463.8pp |
| Employer contribution / active EE | $590 | $3,121-81.1% | $2,357-75.0% | $4,839-87.8% |
| Participant deferral / active EE | $3,125 | $4,617-32.3% | $3,849-18.8% | $6,342-50.7% |
| Admin fee / account holder | $67 | $8,069-99.2% | $6,182-98.9% | $12,315-99.5% |