Filed December 30, 2024
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,077 | $82,163-12.3% | $125,363-42.5% | $64,814+11.2% |
| Participation rate | 87.0% | 77.9%+9.2pp | 82.4%+4.7pp | 71.5%+15.6pp |
| Annual return | 267.60% | 3.49%+264.1pp | 572.15%-304.6pp | 32.84%+234.8pp |
| Employer contribution / active EE | $33 | $3,616-99.1% | $4,815-99.3% | $2,507-98.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,005-100.0% | $188-100.0% |