Filed April 10, 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 | $1,183 | $36,904-96.8% | $158,223-99.3% | $65,191-98.2% |
| Participation rate | 100.0% | 62.1%+37.9pp | 79.2%+20.8pp | 63.0%+37.0pp |
| Annual return | 0.00% | 24.43%-24.4pp | 52.09%-52.1pp | 51.24%-51.2pp |
| Employer contribution / active EE | $7,027 | $1,489+371.8% | $4,109+71.0% | $2,400+192.8% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $0 | $793-100.0% | $16,047-100.0% | $907-100.0% |