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 | $17,625 | $52,961-66.7% | $172,745-89.8% | $65,185-73.0% |
| Participation rate | 85.1% | 66.2%+18.9pp | 82.6%+2.5pp | 70.2%+14.9pp |
| Annual return | 21.51% | 30.12%-8.6pp | 802.90%-781.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,210 | $2,190-44.7% | $5,144-76.5% | $2,177-44.4% |
| Participant deferral / active EE | $1,918 | $2,471-22.4% | $5,197-63.1% | $3,514-45.4% |
| Admin fee / account holder | $27 | $472-94.3% | $13,954-99.8% | $847-96.8% |