Filed December 23, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,383 | $103,000+139.2% | $90,300+172.9% | $152,885+61.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.96% | 95.19%-73.2pp | 78.11%-56.2pp | 345.39%-323.4pp |
| Employer contribution / active EE | $20,994 | $3,138+568.9% | $2,854+635.6% | $4,763+340.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |