Filed October 30, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,707 | $73,787-59.7% | $98,716-69.9% | $82,448-64.0% |
| Participation rate | 86.5% | 61.4%+25.1pp | 69.3%+17.2pp | 68.1%+18.4pp |
| Annual return | 22.58% | 18.57%+4.0pp | 31.81%-9.2pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,125 | $1,511+40.6% | $2,279-6.8% | $2,551-16.7% |
| Participant deferral / active EE | $6,254 | $3,081+102.9% | $4,048+54.5% | $4,139+51.1% |
| Admin fee / account holder | $240 | $6,500-96.3% | $8,703-97.2% | $7,234-96.7% |