Filed June 18, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,835 | $89,370-66.6% | $141,197-78.9% | $72,976-59.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.06% | 111.88%-89.8pp | 71.41%-49.3pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,973 | $3,115-36.7% | $4,736-58.3% | $2,440-19.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |