Filed December 21, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,312-100.0% | $86,656-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 71.7%-71.7pp | 67.9%-67.9pp |
| Annual return | 45.00% | 24.08%+20.9pp | 593.09%-548.1pp | 28.97%+16.0pp |
| Employer contribution / active EE | $9,586 | $2,576+272.1% | $3,025+216.9% | $2,590+270.2% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,619-100.0% | $1,588-100.0% |