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 | $24,236 | $74,089-67.3% | $133,975-81.9% | $55,167-56.1% |
| Participation rate | 90.9% | 84.3%+6.6pp | 87.1%+3.8pp | 69.0%+21.9pp |
| Annual return | 8.24% | 12.11%-3.9pp | 29.29%-21.1pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,842 | $3,064-39.9% | $5,211-64.7% | $1,963-6.1% |
| Participant deferral / active EE | $2,995 | $4,678-36.0% | $6,282-52.3% | $3,054-1.9% |
| Admin fee / account holder | $41 | $458-91.0% | $9,324-99.6% | $504-91.9% |