Filed September 30, 2024 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,373 | $181,896-76.7% | $156,551-72.9% | $273,972-84.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.05% | 30.74%-18.7pp | 32.23%-20.2pp | 41.46%-29.4pp |
| Employer contribution / active EE | $15,000 | $6,248+140.1% | $5,501+172.7% | $4,869+208.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |