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 | $9,592 | $40,113-76.1% | $84,023-88.6% | $77,775-87.7% |
| Participation rate | 94.4% | 62.8%+31.6pp | 69.0%+25.4pp | 73.2%+21.2pp |
| Annual return | 1.92% | 23.27%-21.3pp | 71.32%-69.4pp | 32.58%-30.7pp |
| Employer contribution / active EE | $461 | $847-45.5% | $1,984-76.7% | $2,504-81.6% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $6,102-100.0% | $100-100.0% |