Filed July 31, 2024 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 3.39% | 9.77%-6.4pp | 0.78%+2.6pp | 9.77%-6.4pp |
| Employer contribution / active EE | $66,738 | $13,890+380.5% | $32,909+102.8% | $13,890+380.5% |
| Participant deferral / active EE | $0 | $102-100.0% | $156-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |