Filed April 9, 2025
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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 | $1,767 | $82,188-97.9% | $125,391-98.6% | $64,824-97.3% |
| Participation rate | 85.3% | 77.9%+7.4pp | 82.4%+2.9pp | 71.5%+13.9pp |
| Annual return | 93.61% | 3.50%+90.1pp | 572.41%-478.8pp | 32.84%+60.8pp |
| Employer contribution / active EE | $1,232 | $3,617-65.9% | $4,816-74.4% | $2,507-50.9% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |