Filed March 6, 2025
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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 | $96,241 | $57,976+66.0% | $63,018+52.7% | $62,293+54.5% |
| Participation rate | 99.4% | 75.9%+23.4pp | 74.8%+24.6pp | 69.5%+29.9pp |
| Annual return | 11.78% | 17.54%-5.8pp | 87.62%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $5,867 | $2,415+143.0% | $2,761+112.5% | $2,042+187.3% |
| Participant deferral / active EE | $7,399 | $2,956+150.3% | $3,330+122.2% | $3,169+133.5% |
| Admin fee / account holder | $55 | $276-80.1% | $3,601-98.5% | $479-88.5% |