Filed May 9, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,551 | $52,467+5.9% | $57,196-2.9% | $55,167+0.7% |
| Participation rate | 96.8% | 75.8%+21.0pp | 75.3%+21.5pp | 69.0%+27.8pp |
| Annual return | 0.04% | 7.72%-7.7pp | 14.59%-14.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $718 | $2,477-71.0% | $2,683-73.3% | $1,963-63.4% |
| Participant deferral / active EE | $1,847 | $2,830-34.7% | $3,096-40.3% | $3,054-39.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |