Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
Annual investment return 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 | $156,230 | $126,925+23.1% | $74,184+110.6% | $329,111-52.5% |
| Participation rate | 77.1% | 87.5%-10.4pp | 76.6%+0.5pp | 67.9%+9.3pp |
| Annual return | -6.73% | 10.67%-17.4pp | 17.74%-24.5pp | 16.35%-23.1pp |
| Employer contribution / active EE | $4,703 | $3,536+33.0% | $2,370+98.4% | $2,303+104.1% |
| Participant deferral / active EE | $7,703 | $6,619+16.4% | $3,550+117.0% | $3,682+109.2% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |