Filed March 7, 2025 (most recent of 4 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,037 | $59,191-56.0% | $76,767-66.1% | $56,289-53.7% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | 11.56% | 6.62%+4.9pp | 2.43%+9.1pp | -9.96%+21.5pp |
| Employer contribution / active EE | $55 | $1,759-96.9% | $2,485-97.8% | $2,111-97.4% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $5 | $489-99.0% | $6,675-99.9% | $521-99.1% |