Filed January 27, 2025 (most recent of 4 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 | $12,892 | $39,973-67.7% | $79,583-83.8% | $77,906-83.5% |
| Participation rate | 92.8% | 64.6%+28.2pp | 69.5%+23.3pp | 73.7%+19.1pp |
| Annual return | 6.94% | 3.42%+3.5pp | 0.16%+6.8pp | 12.16%-5.2pp |
| Employer contribution / active EE | $436 | $1,088-59.9% | $2,414-81.9% | $2,846-84.7% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,986-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,835-100.0% | $133-100.0% |