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 | $65,515 | $57,976+13.0% | $63,018+4.0% | $62,293+5.2% |
| Participation rate | 34.6% | 75.9%-41.3pp | 74.8%-40.2pp | 69.5%-34.9pp |
| Annual return | 18.54% | 17.54%+1.0pp | 87.62%-69.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,742 | $2,956-7.2% | $3,330-17.7% | $3,169-13.5% |
| Admin fee / account holder | $12 | $276-95.8% | $3,601-99.7% | $479-97.6% |