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 | $41,236 | $79,189-47.9% | $102,457-59.8% | $74,400-44.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.93% | 54.98%-41.1pp | 29.41%-15.5pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $930 | $2,362-60.6% | $3,022-69.2% | $2,624-64.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,451-100.0% | $1,944-100.0% |