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 | $9,269 | $38,833-76.1% | $78,778-88.2% | $77,958-88.1% |
| Participation rate | 94.3% | 60.9%+33.4pp | 69.2%+25.1pp | 71.6%+22.7pp |
| Annual return | -12.51% | 20.31%-32.8pp | 35.62%-48.1pp | 20.87%-33.4pp |
| Employer contribution / active EE | $570 | $840-32.1% | $1,986-71.3% | $2,310-75.3% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $5,134-100.0% | $97-100.0% |