Filed August 21, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,763 | $38,969-21.1% | $109,313-71.9% | $55,167-44.2% |
| Participation rate | 80.0% | 58.2%+21.8pp | 71.3%+8.7pp | 69.0%+11.0pp |
| Annual return | 9.68% | 8.26%+1.4pp | 22.07%-12.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $565 | $1,227-53.9% | $3,892-85.5% | $1,963-71.2% |
| Participant deferral / active EE | $5,731 | $2,176+163.4% | $3,166+81.0% | $3,054+87.6% |
| Admin fee / account holder | $189 | $501-62.3% | $5,666-96.7% | $504-62.5% |