Filed July 17, 2024
Total covered: 5 employees
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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 | $131,736 | $57,976+127.2% | $63,003+109.1% | $62,293+111.5% |
| Participation rate | 97.2% | 75.9%+21.3pp | 74.8%+22.4pp | 69.5%+27.7pp |
| Annual return | 16.74% | 17.54%-0.8pp | 87.59%-70.8pp | 28.90%-12.2pp |
| Employer contribution / active EE | $7,784 | $2,415+222.3% | $2,760+182.0% | $2,042+281.1% |
| Participant deferral / active EE | $6,724 | $2,956+127.5% | $3,329+102.0% | $3,169+112.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |