Filed April 7, 2025 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,791 | $65,704-31.8% | $94,229-52.5% | $59,633-24.9% |
| Participation rate | 97.6% | 72.1%+25.4pp | 78.8%+18.8pp | 68.7%+28.9pp |
| Annual return | -1.72% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $3,501 | $2,021+73.3% | $3,587-2.4% | $2,203+59.0% |
| Participant deferral / active EE | $4,568 | $3,143+45.3% | $4,320+5.7% | $3,192+43.1% |
| Admin fee / account holder | $237 | $4,265-94.4% | $6,269-96.2% | $4,297-94.5% |