Filed February 11, 2025 (most recent of 2 filings on file)
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Employer contribution per participant 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 | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.11% | 5.13%+2.0pp | 4.74%+2.4pp | 7.18%-0.1pp |
| Employer contribution / active EE | $2,050 | $14,689-86.0% | $36,089-94.3% | $13,095-84.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |