Filed March 21, 2025 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,815 | $78,694+43.4% | $67,652+66.8% | $125,389-10.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.67% | 9.46%-12.1pp | 6625.40%-6628.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,471 | $3,044-18.8% | $2,266+9.1% | $4,866-49.2% |
| Participant deferral / active EE | $6,014 | $4,292+40.1% | $3,560+69.0% | $5,352+12.4% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |