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 | $65,084-4.3% | $67,681-8.0% | $64,340-3.2% |
| Participation rate | 29.4% | 66.7%-37.3pp | 73.7%-44.3pp | 55.2%-25.8pp |
| Annual return | 11.33% | 20.50%-9.2pp | 590.58%-579.3pp | 24.14%-12.8pp |
| Employer contribution / active EE | $792 | $2,398-67.0% | $2,678-70.4% | $1,862-57.5% |
| Participant deferral / active EE | $1,285 | $3,210-60.0% | $3,976-67.7% | $2,980-56.9% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |