Filed March 7, 2025 (most recent of 4 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,169 | $65,453-47.8% | $86,698-60.6% | $66,938-49.0% |
| Participation rate | 98.5% | 75.5%+23.0pp | 76.6%+21.9pp | 69.8%+28.6pp |
| Annual return | 1.26% | -10.89%+12.2pp | 35.95%-34.7pp | 1.58%-0.3pp |
| Employer contribution / active EE | $1,410 | $2,154-34.5% | $2,837-50.3% | $2,545-44.6% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $12 | $642-98.2% | $7,493-99.8% | $594-98.0% |