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 | $36,002-96.7% | $161,489-99.3% | $64,728-98.2% |
| Participation rate | 100.0% | 57.4%+42.6pp | 78.7%+21.3pp | 57.9%+42.1pp |
| Annual return | 0.00% | 33.93%-33.9pp | 89.72%-89.7pp | 49.38%-49.4pp |
| Employer contribution / active EE | $7,027 | $1,380+409.3% | $4,268+64.6% | $2,243+213.3% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $931-100.0% | $16,006-100.0% | $1,145-100.0% |