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 | $93,055-54.5% | $153,741-72.5% | $80,959-47.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 0.00% | 19.97%-20.0pp | 15.71%-15.7pp | 35.67%-35.7pp |
| Employer contribution / active EE | $2,353 | $3,504-32.8% | $5,042-53.3% | $2,757-14.7% |
| Participant deferral / active EE | $0 | $5,172-100.0% | $6,757-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,881-100.0% | $12,749-100.0% | $6,925-100.0% |