Filed June 25, 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 | $197,907 | $155,795+27.0% | $136,298+45.2% | $69,634+184.2% |
| Participation rate | 97.6% | 75.2%+22.3pp | 81.9%+15.6pp | 70.7%+26.9pp |
| Annual return | 13.26% | 232464.33%-232451.1pp | 5156.27%-5143.0pp | 27572.26%-27559.0pp |
| Employer contribution / active EE | $8,153 | $2,991+172.6% | $4,696+73.6% | $2,032+301.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |