Filed December 5, 2024 (most recent of 5 filings on file)
Total covered: 16 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 4.01% | 4.08%-0.1pp | 3.97%0pp | 11.88%-7.9pp |
| Employer contribution / active EE | $25,000 | $19,692+27.0% | $28,168-11.2% | $14,612+71.1% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |