Filed December 9, 2024 (most recent of 2 filings on file)
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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 | $12,500 | $47,977-73.9% | $154,108-91.9% | $56,289-77.8% |
| Participation rate | 84.7% | 66.2%+18.5pp | 83.0%+1.6pp | 69.9%+14.8pp |
| Annual return | -4.50% | 3.54%-8.0pp | 735.21%-739.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,542 | $2,169-28.9% | $5,298-70.9% | $2,111-27.0% |
| Participant deferral / active EE | $1,470 | $2,392-38.5% | $5,081-71.1% | $3,350-56.1% |
| Admin fee / account holder | $15 | $438-96.5% | $13,411-99.9% | $521-97.0% |