Filed September 27, 2024 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,401 | $46,173-40.7% | $170,435-83.9% | $69,631-60.6% |
| Participation rate | 97.8% | 63.9%+33.9pp | 83.6%+14.2pp | 70.7%+27.1pp |
| Annual return | 11.34% | 21.62%-10.3pp | 205.94%-194.6pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $4,277 | $1,610+165.7% | $5,432-21.3% | $2,032+110.5% |
| Participant deferral / active EE | $1,013 | $2,080-51.3% | $4,939-79.5% | $3,224-68.6% |
| Admin fee / account holder | $14 | $116-88.2% | $13,881-99.9% | $110-87.6% |