Filed October 1, 2024 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,444-100.0% | $99,479-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.5%-82.5pp |
| Annual return | 12.12% | 31.87%-19.7pp | 30.72%-18.6pp | 345.46%-333.3pp |
| Employer contribution / active EE | $4,866 | $3,014+61.5% | $2,540+91.6% | $4,764+2.1% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |