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 | $59,556 | $101,653-41.4% | $147,080-59.5% | $74,459-20.0% |
| Participation rate | 99.2% | 75.6%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | -20.99% | 8754.98%-8776.0pp | 420.17%-441.2pp | 1369.70%-1390.7pp |
| Employer contribution / active EE | $4,738 | $3,813+24.3% | $4,933-4.0% | $2,626+80.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |