Filed February 26, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $155,815 | $48,078+224.1% | $78,676+98.0% | $62,881+147.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.18% | 31.36%-27.2pp | 62.19%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $7,167 | $2,015+255.8% | $2,850+151.5% | $2,281+214.2% |
| Participant deferral / active EE | $6,861 | $2,587+165.2% | $3,517+95.1% | $3,203+114.2% |
| Admin fee / account holder | $2 | $3,206-99.9% | $4,510-100.0% | $4,296-100.0% |