Filed October 18, 2024
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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 | $5,789 | $45,022-87.1% | $85,126-93.2% | $77,714-92.6% |
| Participation rate | 87.8% | 48.7%+39.1pp | 67.5%+20.3pp | 70.6%+17.2pp |
| Annual return | 0.00% | 79.38%-79.4pp | 66.63%-66.6pp | 31.26%-31.3pp |
| Employer contribution / active EE | $8,936 | $1,610+455.0% | $2,731+227.2% | $2,727+227.7% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $913-100.0% | $6,160-100.0% | $433-100.0% |