Filed February 26, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,106 | $161,470-77.0% | $121,208-69.4% | - |
| Participation rate | 63.1% | 52.1%+11.0pp | 71.8%-8.7pp | - |
| Annual return | -6.27% | -4.08%-2.2pp | 16.93%-23.2pp | - |
| Employer contribution / active EE | $1,069 | $1,032+3.6% | $4,023-73.4% | - |
| Participant deferral / active EE | $2,738 | $1,577+73.6% | $3,345-18.1% | - |
| Admin fee / account holder | $22 | $10,656-99.8% | $5,020-99.6% | - |