Filed May 17, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,003 | $160,059-73.1% | $140,019-69.3% | $135,380-68.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.77% | 911.48%-913.2pp | 651.17%-652.9pp | 519.81%-521.6pp |
| Employer contribution / active EE | $5,316 | $6,420-17.2% | $5,605-5.2% | $4,779+11.2% |
| Participant deferral / active EE | $914 | $7,641-88.0% | $6,927-86.8% | $5,609-83.7% |
| Admin fee / account holder | $251 | $13,328-98.1% | $10,705-97.7% | $10,828-97.7% |