Filed February 25, 2025 (most recent of 6 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,260-100.0% | $105,260-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 34.5%-34.5pp | 21.7%-21.7pp | 45.9%-45.9pp |
| Annual return | 11.38% | 8.44%+2.9pp | 9.21%+2.2pp | 10.21%+1.2pp |
| Employer contribution / active EE | $40,000 | $42,612-6.1% | $35,088+14.0% | $42,272-5.4% |
| Participant deferral / active EE | $3,869 | $136+2741.7% | $163+2275.2% | $121+3105.4% |
| Admin fee / account holder | $0 | $4,019-100.0% | $4,019-100.0% | $13,518-100.0% |