Filed December 2, 2024
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,041 | $38,365-94.7% | $84,623-97.6% | $65,185-96.9% |
| Participation rate | 90.3% | 55.7%+34.7pp | 68.2%+22.1pp | 70.2%+20.1pp |
| Annual return | 162.41% | 32.00%+130.4pp | 258.77%-96.4pp | 29.38%+133.0pp |
| Employer contribution / active EE | $766 | $1,258-39.1% | $2,652-71.1% | $2,177-64.8% |
| Participant deferral / active EE | $1,349 | $2,278-40.8% | $3,899-65.4% | $3,514-61.6% |
| Admin fee / account holder | $9 | $451-98.0% | $4,913-99.8% | $847-99.0% |