Filed December 13, 2024 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,918 | $138,393-37.9% | $184,256-53.4% | $80,959+6.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 0.00% | 20.01%-20.0pp | 28.85%-28.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $9,440 | $4,847+94.7% | $6,427+46.9% | $2,757+242.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13 | $10,489-99.9% | $13,899-99.9% | $6,925-99.8% |