Filed October 16, 2024 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,548 | $51,769-19.7% | $57,356-27.6% | $52,331-20.6% |
| Participation rate | 91.3% | 75.2%+16.1pp | 75.1%+16.3pp | 68.1%+23.2pp |
| Annual return | 1.57% | 2.43%-0.9pp | 24.41%-22.8pp | 4.54%-3.0pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,817 | $2,794+36.6% | $3,162+20.7% | $3,022+26.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |