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 | $53,754 | $69,977-23.2% | $108,582-50.5% | $62,881-14.5% |
| Participation rate | 97.5% | 72.9%+24.6pp | 79.6%+17.9pp | 69.3%+28.2pp |
| Annual return | 9.48% | 10.73%-1.3pp | -51.70%+61.2pp | 20.14%-10.7pp |
| Employer contribution / active EE | $4,023 | $2,135+88.4% | $3,758+7.0% | $2,281+76.4% |
| Participant deferral / active EE | $5,581 | $3,165+76.4% | $4,311+29.5% | $3,203+74.3% |
| Admin fee / account holder | $147 | $5,076-97.1% | $7,645-98.1% | $4,296-96.6% |