Filed September 13, 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 | $90,974 | $65,322+39.3% | $70,476+29.1% | $73,493+23.8% |
| Participation rate | 96.8% | 77.0%+19.9pp | 75.1%+21.8pp | 70.7%+26.1pp |
| Annual return | 4.77% | 15.71%-10.9pp | 109.12%-104.3pp | 28.51%-23.7pp |
| Employer contribution / active EE | $2,102 | $2,460-14.6% | $2,738-23.2% | $2,270-7.4% |
| Participant deferral / active EE | $2,548 | $3,375-24.5% | $3,710-31.3% | $3,740-31.9% |
| Admin fee / account holder | $74 | $214-65.3% | $3,847-98.1% | $513-85.5% |