Filed October 15, 2024 (most recent of 3 filings on file)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $53,690-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -17.57% | 7.68%-25.3pp | -4.80%-12.8pp | 7.68%-25.3pp |
| Employer contribution / active EE | $12,655 | $9,142+38.4% | $30,897-59.0% | $9,142+38.4% |
| Participant deferral / active EE | $0 | $462-100.0% | $64-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $40,849-100.0% | $19,323-100.0% |