Filed January 9, 2025 (most recent of 7 filings on file)
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $265,195-100.0% | $422,209-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.9%-55.9pp |
| Annual return | 1.50% | 13.43%-11.9pp | 12.68%-11.2pp | 24.44%-22.9pp |
| Employer contribution / active EE | $18,516 | $48,134-61.5% | $41,595-55.5% | $41,341-55.2% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |