Filed July 11, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,330 | $51,184+211.3% | $66,439+139.8% | $86,983+83.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 195.69% | 17.07%+178.6pp | 757.66%-562.0pp | 25.83%+169.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $216 | $4,154-94.8% | $6,173-96.5% | $7,856-97.2% |