Filed December 23, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,801 | $90,607+104.0% | $79,467+132.6% | $135,380+36.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.67% | 977.74%-984.4pp | 718.30%-725.0pp | 519.81%-526.5pp |
| Employer contribution / active EE | $20,378 | $3,068+564.3% | $2,800+627.7% | $4,779+326.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |