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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 14.82% | 10.88%+3.9pp | 9.39%+5.4pp | 13.95%+0.9pp |
| Employer contribution / active EE | $24,528 | $18,458+32.9% | $33,466-26.7% | $16,598+47.8% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |