Filed March 4, 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.
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 | $61,606 | $52,467+17.4% | $57,196+7.7% | $55,167+11.7% |
| Participation rate | 36.1% | 75.8%-39.8pp | 75.3%-39.3pp | 69.0%-32.9pp |
| Annual return | 9.12% | 7.72%+1.4pp | 14.59%-5.5pp | 169.23%-160.1pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,053 | $2,830+7.9% | $3,096-1.4% | $3,0540% |
| Admin fee / account holder | $12 | $269-95.6% | $3,141-99.6% | $504-97.7% |