Filed December 23, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,166 | $99,011+77.9% | $86,582+103.5% | $147,586+19.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.18% | 1312.75%-1294.6pp | 965.08%-946.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $19,043 | $3,132+508.0% | $2,839+570.6% | $4,876+290.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |