Filed December 20, 2024 (most recent of 4 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,009 | $140,592-53.8% | $123,105-47.2% | $125,389-48.2% |
| Participation rate | 94.4% | 88.2%+6.2pp | 86.8%+7.7pp | 83.2%+11.3pp |
| Annual return | -2.51% | 16.80%-19.3pp | 13.22%-15.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,222 | $6,041-63.2% | $5,151-56.9% | $4,866-54.3% |
| Participant deferral / active EE | $1,713 | $6,980-75.5% | $6,229-72.5% | $5,352-68.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |