Filed February 14, 2025 (most recent of 2 filings on file)
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Participant contribution per participant 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 | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.21% | -1.12%-2.1pp | -2.18%-1.0pp | 0.19%-3.4pp |
| Employer contribution / active EE | $9,404 | $12,052-22.0% | $38,751-75.7% | $13,763-31.7% |
| Participant deferral / active EE | $240 | $86+179.8% | $151+58.6% | $804-70.2% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |