Filed February 26, 2024 (most recent of 3 filings on file)
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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 | $133,128 | $45,152+194.8% | $73,845+80.3% | $59,632+123.2% |
| Participation rate | 88.2% | 64.0%+24.2pp | 73.4%+14.8pp | 68.7%+19.6pp |
| Annual return | -3.91% | 27.40%-31.3pp | 2267.91%-2271.8pp | 2041.32%-2045.2pp |
| Employer contribution / active EE | $6,043 | $1,902+217.8% | $2,788+116.8% | $2,203+174.4% |
| Participant deferral / active EE | $5,605 | $2,574+117.8% | $3,583+56.4% | $3,192+75.6% |
| Admin fee / account holder | -$3 | $3,516-100.1% | $4,881-100.1% | $4,297-100.1% |