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 | $64,558 | $202,326-68.1% | $172,745-62.6% | $152,870-57.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.09% | 1029.72%-1007.6pp | 802.90%-780.8pp | 345.34%-323.3pp |
| Employer contribution / active EE | $15,120 | $5,858+158.1% | $5,144+193.9% | $4,763+217.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |