Filed November 4, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,384 | $105,200-65.4% | $159,474-77.2% | $85,847-57.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 26.35% | 45.08%-18.7pp | 263.68%-237.3pp | 318.61%-292.3pp |
| Employer contribution / active EE | $6,767 | $3,319+103.9% | $4,831+40.1% | $2,565+163.8% |
| Participant deferral / active EE | $4,983 | $5,946-16.2% | $7,353-32.2% | $3,952+26.1% |
| Admin fee / account holder | $85 | $6,934-98.8% | $10,802-99.2% | $6,261-98.6% |