Filed February 26, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,356 | $58,911+9.2% | $129,384-50.3% | $77,736-17.2% |
| Participation rate | 62.7% | 59.4%+3.3pp | 69.6%-6.9pp | 70.6%-7.8pp |
| Annual return | 14.19% | 24.75%-10.6pp | 9461.77%-9447.6pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,207 | $1,955-38.2% | $4,153-70.9% | $2,728-55.7% |
| Participant deferral / active EE | $3,291 | $3,220+2.2% | $4,166-21.0% | $4,651-29.2% |
| Admin fee / account holder | $13 | $592-97.8% | $7,686-99.8% | $433-97.0% |