Filed July 10, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,443 | $110,379+38.1% | $102,412+48.9% | $145,884+4.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 24.84%-6.6pp | 24.94%-6.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $12,557 | $4,216+197.8% | $3,870+224.5% | $4,662+169.3% |
| Participant deferral / active EE | $5,905 | $5,622+5.0% | $5,060+16.7% | $6,690-11.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |