Filed September 21, 2024 (most recent of 5 filings on file)
Total covered: 4 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,465 | $84,487-34.4% | $125,358-55.8% | $66,923-17.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.03%-572.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $24,146 | $3,553+579.6% | $4,814+401.6% | $2,545+848.9% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,447-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $593-100.0% |