Filed September 16, 2024
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,316 | $88,137-72.4% | $164,975-85.3% | $74,429-67.3% |
| Participation rate | 97.9% | 73.1%+24.8pp | 78.6%+19.3pp | 67.2%+30.7pp |
| Annual return | 0.00% | 17.13%-17.1pp | 70.12%-70.1pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $16,055 | $2,597+518.2% | $4,343+269.7% | $2,625+511.7% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |