Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -14.55% | -2.41%-12.1pp | -38.86%+24.3pp | 23.41%-38.0pp |
| Employer contribution / active EE | $3,880 | $7,691-49.6% | $37,756-89.7% | $12,650-69.3% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |