Filed November 6, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,359 | $167,533-29.9% | $151,645-22.6% | $134,545-12.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.54% | 7.81%-25.4pp | 3.34%-20.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $11,350 | $6,828+66.2% | $6,165+84.1% | $4,742+139.4% |
| Participant deferral / active EE | $11,910 | $8,985+32.6% | $8,363+42.4% | $6,401+86.1% |
| Admin fee / account holder | $242 | $13,781-98.2% | $11,614-97.9% | $11,431-97.9% |