Filed December 9, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $26,506 | $61,172-56.7% | $185,851-85.7% | $79,389-66.6% |
| Participation rate | 88.5% | 66.6%+21.9pp | 81.7%+6.8pp | 70.7%+17.8pp |
| Annual return | 13.87% | 19.45%-5.6pp | 122.11%-108.2pp | 116.89%-103.0pp |
| Employer contribution / active EE | $2,782 | $2,321+19.9% | $5,168-46.2% | $2,428+14.6% |
| Participant deferral / active EE | $2,198 | $2,788-21.2% | $5,569-60.5% | $4,046-45.7% |
| Admin fee / account holder | $57 | $710-91.9% | $16,245-99.6% | $626-90.8% |