Filed February 25, 2025 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,452-100.0% | $148,425-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 46.4%-46.4pp | 35.1%-35.1pp | 46.4%-46.4pp |
| Annual return | 8.74% | 45.55%-36.8pp | 38.14%-29.4pp | -82.66%+91.4pp |
| Employer contribution / active EE | $37,500 | $40,549-7.5% | $34,245+9.5% | $43,771-14.3% |
| Participant deferral / active EE | $4,813 | $152+3073.9% | $185+2506.5% | $103+4586.4% |
| Admin fee / account holder | $0 | $11,245-100.0% | $10,234-100.0% | $11,204-100.0% |