Filed January 6, 2025 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,494 | $44,794-72.1% | $90,304-86.2% | $77,775-83.9% |
| Participation rate | 97.1% | 66.6%+30.6pp | 73.3%+23.9pp | 73.2%+23.9pp |
| Annual return | 2.51% | 28.23%-25.7pp | 78.13%-75.6pp | 32.58%-30.1pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,855-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,868 | $2,642-29.3% | $3,885-51.9% | $3,966-52.9% |
| Admin fee / account holder | $0 | $94-99.8% | $5,354-100.0% | $100-99.9% |