Filed November 20, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,206 | $111,814-8.6% | $103,374-1.1% | $145,959-30.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.20% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,949 | $4,214-53.8% | $3,869-49.6% | $4,661-58.2% |
| Participant deferral / active EE | $10,198 | $5,618+81.5% | $5,058+101.6% | $6,689+52.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |