Filed April 22, 2025 (most recent of 4 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 0.38% | 8.48%-8.1pp | 8.92%-8.5pp | 8.48%-8.1pp |
| Employer contribution / active EE | $6,206 | $9,949-37.6% | $24,457-74.6% | $9,949-37.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $14-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |