Filed May 16, 2024 (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 | $45,417 | $84,236-46.1% | $170,435-73.4% | $70,126-35.2% |
| Participation rate | 91.8% | 70.8%+21.0pp | 83.6%+8.2pp | 69.5%+22.3pp |
| Annual return | 11.20% | 23.06%-11.9pp | 205.94%-194.7pp | 73.15%-62.0pp |
| Employer contribution / active EE | $2,445 | $3,387-27.8% | $5,432-55.0% | $2,343+4.4% |
| Participant deferral / active EE | $1,784 | $3,086-42.2% | $4,939-63.9% | $3,332-46.5% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |