Filed February 8, 2025 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,169 | $102,661-55.0% | $151,639-69.6% | $66,938-31.0% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.5%+11.2pp | 69.8%+28.8pp |
| Annual return | -12.63% | -10.81%-1.8pp | 3.34%-16.0pp | 1.58%-14.2pp |
| Employer contribution / active EE | $3,650 | $4,184-12.8% | $6,165-40.8% | $2,545+43.4% |
| Participant deferral / active EE | $5,359 | $6,645-19.3% | $8,363-35.9% | $4,238+26.5% |
| Admin fee / account holder | $49 | $630-92.2% | $11,613-99.6% | $594-91.7% |