Filed May 14, 2024 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 6.56% | 4.23%+2.3pp | 3.97%+2.6pp | 4.56%+2.0pp |
| Employer contribution / active EE | $34,074 | $16,147+111.0% | $28,168+21.0% | $15,526+119.5% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |