Filed May 8, 2025 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,818 | $111,491+13.7% | $189,545-33.1% | $86,821+46.1% |
| Participation rate | 7.2% | 87.3%-80.1pp | 87.8%-80.6pp | 72.3%-65.1pp |
| Annual return | 19.53% | 83.50%-64.0pp | 555.36%-535.8pp | 97.94%-78.4pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,049-100.0% | $170-100.0% |