Filed May 19, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,259 | $64,705-3.8% | $62,929-1.1% | $67,986-8.4% |
| Participation rate | 29.4% | 65.6%-36.2pp | 73.1%-43.7pp | 57.2%-27.8pp |
| Annual return | 11.33% | 20.31%-9.0pp | 1063.93%-1052.6pp | 31.67%-20.3pp |
| Employer contribution / active EE | $792 | $2,376-66.7% | $2,505-68.4% | $2,019-60.8% |
| Participant deferral / active EE | $1,285 | $3,198-59.8% | $3,888-67.0% | $3,358-61.7% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |