Filed August 7, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,151 | $102,663-73.6% | $86,216-68.5% | $139,466-80.5% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 12.34% | 1924.52%-1912.2pp | 1169.42%-1157.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $628 | $3,035-79.3% | $2,382-73.6% | $4,754-86.8% |
| Participant deferral / active EE | $3,267 | $4,677-30.1% | $3,986-18.0% | $6,712-51.3% |
| Admin fee / account holder | $83 | $8,663-99.0% | $6,853-98.8% | $11,409-99.3% |