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 | $24,885 | $62,928-60.5% | $172,752-85.6% | $67,579-63.2% |
| Participation rate | 99.4% | 64.5%+34.9pp | 82.6%+16.7pp | 71.3%+28.1pp |
| Annual return | 17.29% | 30.36%-13.1pp | 802.97%-785.7pp | 378.56%-361.3pp |
| Employer contribution / active EE | $4,299 | $1,636+162.7% | $5,144-16.4% | $2,148+100.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $2 | $167-98.5% | $13,955-100.0% | $142-98.3% |