Filed February 19, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,800 | $81,258-39.9% | $105,218-53.6% | $59,633-18.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | 18.12% | 1.96%+16.2pp | 5.33%+12.8pp | 2041.45%-2023.3pp |
| Employer contribution / active EE | $8,333 | $2,562+225.3% | $3,255+156.0% | $2,203+278.3% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,841-100.0% | $6,992-100.0% | $4,297-100.0% |