Filed February 5, 2024 (most recent of 3 filings on file)
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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 | $124,445 | $155,795-20.1% | $136,298-8.7% | $69,631+78.7% |
| Participation rate | 99.8% | 75.2%+24.5pp | 81.9%+17.8pp | 70.7%+29.1pp |
| Annual return | 14.91% | 232464.33%-232449.4pp | 5156.27%-5141.4pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $10,010 | $2,991+234.7% | $4,696+113.2% | $2,032+392.6% |
| Participant deferral / active EE | $6,567 | $5,394+21.7% | $6,247+5.1% | $3,224+103.7% |
| Admin fee / account holder | $55 | $128-57.3% | $9,244-99.4% | $110-50.4% |