Filed November 20, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,206 | $110,379-7.4% | $102,412-0.2% | $145,884-29.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.20% | 24.84%-11.6pp | 24.94%-11.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,949 | $4,216-53.8% | $3,870-49.6% | $4,662-58.2% |
| Participant deferral / active EE | $10,198 | $5,622+81.4% | $5,060+101.5% | $6,690+52.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |