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 | $112,471 | $60,795+85.0% | $69,461+61.9% | $65,185+72.5% |
| Participation rate | 99.4% | 74.9%+24.5pp | 74.6%+24.8pp | 70.2%+29.2pp |
| Annual return | 5.17% | 17.46%-12.3pp | 28.97%-23.8pp | 29.38%-24.2pp |
| Employer contribution / active EE | $6,156 | $2,452+151.1% | $2,779+121.5% | $2,177+182.8% |
| Participant deferral / active EE | $7,679 | $3,162+142.9% | $3,536+117.2% | $3,514+118.5% |
| Admin fee / account holder | $82 | $314-73.8% | $3,840-97.9% | $847-90.3% |