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 | $45,031-87.1% | $85,009-93.2% | $77,671-92.5% |
| Participation rate | 87.8% | 48.7%+39.1pp | 67.5%+20.3pp | 70.6%+17.2pp |
| Annual return | 0.00% | 79.22%-79.2pp | 66.47%-66.5pp | 31.21%-31.2pp |
| Employer contribution / active EE | $8,936 | $1,609+455.2% | $2,728+227.5% | $2,726+227.7% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,522-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,153-100.0% | $430-100.0% |