Filed November 20, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,046 | $134,001-42.5% | $112,258-31.4% | $134,509-42.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.13% | 47.15%-64.3pp | 27.47%-44.6pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,504 | $4,039-62.8% | $3,636-58.6% | $4,741-68.3% |
| Participant deferral / active EE | $11,240 | $5,291+112.4% | $4,728+137.7% | $6,400+75.6% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |