Filed July 19, 2024 (most recent of 2 filings on file)
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Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,787 | $130,294-51.0% | $170,043-62.5% | $71,511-10.8% |
| Participation rate | 99.1% | 86.2%+12.9pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 0.00% | 20.36%-20.4pp | 53.40%-53.4pp | 28.86%-28.9pp |
| Employer contribution / active EE | $6,713 | $4,385+53.1% | $6,790-1.1% | $2,589+159.3% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,824-100.0% | $1,588-100.0% |