Filed February 8, 2025 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,060 | $70,667-70.2% | $123,105-82.9% | $52,331-59.8% |
| Participation rate | 86.1% | 83.7%+2.4pp | 86.8%-0.7pp | 68.1%+18.0pp |
| Annual return | 0.27% | 6.23%-6.0pp | 13.22%-12.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,061 | $2,946-64.0% | $5,151-79.4% | $1,882-43.6% |
| Participant deferral / active EE | $2,607 | $4,493-42.0% | $6,229-58.1% | $3,022-13.7% |
| Admin fee / account holder | $36 | $506-92.8% | $9,014-99.6% | $592-93.9% |