Filed April 10, 2025 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,329 | $92,985-54.5% | $153,432-72.4% | $80,874-47.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 0.00% | 19.95%-19.9pp | 15.66%-15.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $2,353 | $3,507-32.9% | $5,038-53.3% | $2,756-14.6% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,880-100.0% | $12,725-100.0% | $6,935-100.0% |