Filed July 11, 2024
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,330 | $48,011+231.9% | $63,803+149.7% | $82,637+92.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 195.69% | 19.84%+175.8pp | 543.72%-348.0pp | 53.51%+142.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $216 | $3,873-94.4% | $5,196-95.8% | $7,339-97.1% |