Filed September 21, 2024 (most recent of 5 filings on file)
Total covered: 4 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,208 | $91,474-25.4% | $135,982-49.8% | $71,529-4.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | -4.68% | 29.89%-34.6pp | 68.32%-73.0pp | 28.97%-33.7pp |
| Employer contribution / active EE | $21,743 | $3,705+486.8% | $4,859+347.5% | $2,590+739.5% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,267-99.9% | $10,767-100.0% | $1,588-100.0% |