Filed February 19, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,131 | $72,114-31.9% | $108,745-54.8% | $62,881-21.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 19.36% | 13.41%+6.0pp | 46.22%-26.9pp | 20.14%-0.8pp |
| Employer contribution / active EE | $9,058 | $2,694+236.3% | $3,323+172.6% | $2,281+297.1% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,608-100.0% | $6,144-100.0% | $4,296-100.0% |