Filed October 1, 2024 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,623-100.0% | $87,502-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 73.8%-73.8pp | 83.0%-83.0pp |
| Annual return | -3.44% | 12.26%-15.7pp | 12.21%-15.7pp | 41.46%-44.9pp |
| Employer contribution / active EE | $4,347 | $3,141+38.4% | $2,550+70.5% | $4,869-10.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |