Filed January 9, 2025 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,320 | $96,956-75.9% | $69,779-66.6% | $273,972-91.5% |
| Participation rate | 81.0% | 77.1%+3.9pp | 71.8%+9.1pp | 83.0%-2.1pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $483 | $3,316-85.4% | $2,338-79.3% | $4,869-90.1% |
| Participant deferral / active EE | $3,920 | $3,744+4.7% | $2,931+33.8% | $5,287-25.9% |
| Admin fee / account holder | $7 | $7,934-99.9% | $4,381-99.8% | $10,133-99.9% |