Filed April 24, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,285 | $138,102-69.4% | $125,381-66.3% | $134,532-68.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.93% | 750.73%-769.7pp | 572.31%-591.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $4,181 | $5,245-20.3% | $4,815-13.2% | $4,741-11.8% |
| Participant deferral / active EE | $7,881 | $7,801+1.0% | $7,448+5.8% | $6,401+23.1% |
| Admin fee / account holder | $27 | $11,568-99.8% | $10,007-99.7% | $11,429-99.8% |