Filed December 23, 2024 (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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,497 | $93,182-63.0% | $146,647-76.5% | $79,389-56.5% |
| Participation rate | 95.2% | 76.4%+18.7pp | 80.1%+15.1pp | 70.7%+24.5pp |
| Annual return | 929.37% | 21.61%+907.8pp | 22.75%+906.6pp | 116.89%+812.5pp |
| Employer contribution / active EE | $3,276 | $2,420+35.4% | $4,137-20.8% | $2,428+34.9% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |