Filed April 18, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,905 | $138,312-43.7% | $122,979-36.7% | $155,188-49.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 21.83% | 22.06%-0.2pp | 20.12%+1.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $5,627 | $3,530+59.4% | $3,062+83.7% | $4,248+32.5% |
| Participant deferral / active EE | $15,255 | $5,592+172.8% | $5,003+204.9% | $6,531+133.6% |
| Admin fee / account holder | $44 | $15,089-99.7% | $12,864-99.7% | $14,480-99.7% |