Filed January 6, 2025 (most recent of 2 filings on file)
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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 | $16,836 | $37,884-55.6% | $79,476-78.8% | $75,289-77.6% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.4pp | 72.4%+26.3pp |
| Annual return | 8.93% | 1.06%+7.9pp | 718.21%-709.3pp | -0.04%+9.0pp |
| Employer contribution / active EE | $2,160 | $1,680+28.6% | $2,800-22.9% | $2,405-10.2% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $5,113-100.0% | $102-100.0% |