Filed March 7, 2025 (most recent of 4 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,066 | $84,936-62.2% | $111,303-71.2% | $79,393-59.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 1.09% | 17.45%-16.4pp | 54.66%-53.6pp | 116.87%-115.8pp |
| Employer contribution / active EE | $1,432 | $1,979-27.6% | $2,731-47.6% | $2,428-41.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $12 | $537-97.7% | $7,966-99.8% | $627-98.0% |