Filed December 23, 2024 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,965 | $86,692-45.8% | $119,634-60.7% | $66,949-29.8% |
| Participation rate | 95.1% | 75.6%+19.5pp | 79.3%+15.9pp | 69.8%+25.3pp |
| Annual return | 66.89% | -8.00%+74.9pp | -14.98%+81.9pp | 1.57%+65.3pp |
| Employer contribution / active EE | $1,571 | $2,536-38.0% | $4,232-62.9% | $2,545-38.3% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $8 | $755-99.0% | $10,329-99.9% | $594-98.7% |