Filed January 27, 2025 (most recent of 4 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 | $10,811 | $33,232-67.5% | $71,796-84.9% | $63,975-83.1% |
| Participation rate | 94.2% | 60.1%+34.1pp | 69.1%+25.1pp | 71.1%+23.0pp |
| Annual return | -26.30% | 11.99%-38.3pp | 78.04%-104.3pp | 48.65%-74.9pp |
| Employer contribution / active EE | $316 | $723-56.3% | $1,924-83.6% | $2,182-85.5% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |