Filed April 29, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,581 | $77,638-46.4% | $156,551-73.4% | $62,881-33.9% |
| Participation rate | 86.7% | 71.2%+15.5pp | 84.0%+2.7pp | 69.3%+17.4pp |
| Annual return | 7.16% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,435 | $3,444-29.3% | $5,501-55.7% | $2,281+6.7% |
| Participant deferral / active EE | $4,305 | $3,046+41.3% | $4,871-11.6% | $3,203+34.4% |
| Admin fee / account holder | $61 | $5,561-98.9% | $13,028-99.5% | $4,296-98.6% |