Filed February 13, 2025 (most recent of 2 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 | $57,860 | $52,293+10.6% | $178,503-67.6% | $73,412-21.2% |
| Participation rate | 93.8% | 65.3%+28.5pp | 81.9%+11.9pp | 72.2%+21.7pp |
| Annual return | 3.23% | 34.75%-31.5pp | 151.12%-147.9pp | 59.30%-56.1pp |
| Employer contribution / active EE | $1,417 | $1,736-18.4% | $5,011-71.7% | $2,234-36.6% |
| Participant deferral / active EE | $4,721 | $2,333+102.3% | $5,202-9.2% | $3,806+24.1% |
| Admin fee / account holder | $139 | $127+9.3% | $13,987-99.0% | $158-11.8% |