Filed February 7, 2025
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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 | $7,733 | $78,529-90.2% | $105,591-92.7% | $74,400-89.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 0.00% | 15.94%-15.9pp | 116.43%-116.4pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $6,076 | $2,522+140.9% | $3,166+91.9% | $2,624+131.5% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,008-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,216-100.0% | $11,024-100.0% | $1,944-100.0% |