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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 0.0%0pp | 9.3%-9.3pp |
| Annual return | 3.39% | 9.76%-6.4pp | -1.52%+4.9pp | 9.76%-6.4pp |
| Employer contribution / active EE | $66,738 | $12,965+414.7% | $42,251+58.0% | $12,965+414.7% |
| Participant deferral / active EE | $0 | $143-100.0% | $87-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |