Filed January 6, 2025 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,578 | $41,256-74.4% | $86,582-87.8% | $77,958-86.4% |
| Participation rate | 98.0% | 63.0%+35.0pp | 73.5%+24.4pp | 71.6%+26.3pp |
| Annual return | 14.31% | 17.67%-3.4pp | 965.08%-950.8pp | 20.87%-6.6pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,536 | $2,332+8.7% | $3,609-29.7% | $3,537-28.3% |
| Admin fee / account holder | $0 | $71-99.8% | $4,904-100.0% | $97-99.8% |