Filed September 30, 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 | $80,989 | $180,459-55.1% | $154,108-47.4% | $135,380-40.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.76% | 888.21%-898.0pp | 735.21%-745.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $22,631 | $6,035+275.0% | $5,298+327.2% | $4,779+373.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |