Filed December 23, 2024 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,321 | $100,938-31.3% | $90,461-23.4% | $158,982-56.4% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | -6.71% | 1727.20%-1733.9pp | 1294.76%-1301.5pp | 302.99%-309.7pp |
| Employer contribution / active EE | $6,371 | $3,691+72.6% | $3,264+95.2% | $4,763+33.8% |
| Participant deferral / active EE | $6,073 | $4,350+39.6% | $3,964+53.2% | $5,983+1.5% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |