Filed December 19, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,691 | $76,551-18.1% | $123,894-49.4% | $62,881-0.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.97% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,804 | $2,882+32.0% | $4,617-17.6% | $2,281+66.8% |
| Participant deferral / active EE | $6,074 | $4,840+25.5% | $5,984+1.5% | $3,203+89.6% |
| Admin fee / account holder | $52 | $4,826-98.9% | $8,357-99.4% | $4,296-98.8% |