Filed June 11, 2024 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,491 | $60,119-70.9% | $90,430-80.7% | $79,858-78.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.50% | 71.94%-54.4pp | 1293.73%-1276.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $1,371 | $2,068-33.7% | $3,262-58.0% | $2,471-44.5% |
| Participant deferral / active EE | $3,415 | $2,938+16.3% | $3,963-13.8% | $3,740-8.7% |
| Admin fee / account holder | $74 | $3,976-98.1% | $5,613-98.7% | $5,306-98.6% |