Filed April 9, 2025
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303 | $104,336-99.7% | $159,474-99.8% | $86,821-99.7% |
| Participation rate | 82.6% | 77.7%+4.9pp | 82.8%-0.2pp | 72.3%+10.3pp |
| Annual return | 34.32% | 26.32%+8.0pp | 263.68%-229.4pp | 97.94%-63.6pp |
| Employer contribution / active EE | $1 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |