Filed August 14, 2024
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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 | $19,988 | $46,173-56.7% | $170,435-88.3% | $69,631-71.3% |
| Participation rate | 98.4% | 63.9%+34.5pp | 83.6%+14.8pp | 70.7%+27.7pp |
| Annual return | 14.15% | 21.62%-7.5pp | 205.94%-191.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $3,410 | $1,610+111.8% | $5,432-37.2% | $2,032+67.8% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1 | $116-99.1% | $13,881-100.0% | $110-99.1% |