Filed January 30, 2025 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,357 | $90,486-66.5% | $78,676-61.4% | $273,972-88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.32% | 75.62%-68.3pp | 62.19%-54.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,041 | $3,175-67.2% | $2,850-63.5% | $4,869-78.6% |
| Participant deferral / active EE | $2,380 | $3,901-39.0% | $3,517-32.3% | $5,287-55.0% |
| Admin fee / account holder | $44 | $5,263-99.2% | $4,510-99.0% | $10,133-99.6% |