Filed February 12, 2025 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,643 | $77,920-63.2% | $149,723-80.9% | $75,177-61.9% |
| Participation rate | 88.1% | 65.6%+22.5pp | 78.8%+9.3pp | 67.2%+20.9pp |
| Annual return | 13.01% | 31.72%-18.7pp | 134.50%-121.5pp | 160.75%-147.7pp |
| Employer contribution / active EE | $2,812 | $3,138-10.4% | $4,821-41.7% | $2,671+5.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $196 | $5,951-96.7% | $13,215-98.5% | $5,651-96.5% |