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 | $60,680 | $153,769-60.5% | $133,975-54.7% | $273,972-77.9% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.1%+8.6pp | 83.0%+12.6pp |
| Annual return | 8.98% | 36.51%-27.5pp | 29.29%-20.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,391 | $6,029-60.3% | $5,211-54.1% | $4,869-50.9% |
| Participant deferral / active EE | $1,517 | $6,958-78.2% | $6,282-75.9% | $5,287-71.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |