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 | $68,233 | $91,406-25.4% | $130,062-47.5% | $74,473-8.4% |
| Participation rate | 99.2% | 77.8%+21.4pp | 78.5%+20.7pp | 70.7%+28.5pp |
| Annual return | 94.44% | 23.21%+71.2pp | -137.37%+231.8pp | 34.36%+60.1pp |
| Employer contribution / active EE | $1,154 | $2,565-55.0% | $4,322-73.3% | $2,638-56.3% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $6 | $283-98.0% | $10,601-99.9% | $347-98.3% |