Filed March 12, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,163 | $185,883-74.1% | $170,043-71.7% | $139,466-65.5% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 21.33% | 60.54%-39.2pp | 53.40%-32.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,092 | $7,596-72.5% | $6,790-69.2% | $4,754-56.0% |
| Participant deferral / active EE | $5,342 | $11,626-54.1% | $10,410-48.7% | $6,712-20.4% |
| Admin fee / account holder | $15 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |