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 | $88,203-72.4% | $165,100-85.3% | $74,478-67.4% |
| Participation rate | 97.9% | 73.1%+24.8pp | 78.6%+19.3pp | 67.2%+30.7pp |
| Annual return | 0.00% | 17.13%-17.1pp | 70.21%-70.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $16,055 | $2,601+517.3% | $4,348+269.2% | $2,626+511.3% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |