Filed April 22, 2025 (most recent of 4 filings on file)
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Employer contribution per participant 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 | $101,802-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 8.48% | 33.11%-24.6pp | 9.51%-1.0pp | 33.11%-24.6pp |
| Employer contribution / active EE | $1,085 | $9,000-87.9% | $23,377-95.4% | $9,000-87.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $14-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $769-100.0% | - |