Filed April 11, 2025
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Participant 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 | $76,692 | $31,424+144.1% | $81,473-5.9% | $69,634+10.1% |
| Participation rate | 99.9% | 50.8%+49.0pp | 68.0%+31.9pp | 70.7%+29.2pp |
| Annual return | 18.32% | 22.44%-4.1pp | 38.78%-20.5pp | 27572.26%-27553.9pp |
| Employer contribution / active EE | $7,355 | $1,029+614.8% | $2,568+186.4% | $2,032+261.9% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |