Filed December 13, 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 | $24,439 | $89,225-72.6% | $135,987-82.0% | $74,429-67.2% |
| Participation rate | 99.0% | 69.4%+29.6pp | 76.4%+22.6pp | 67.2%+31.8pp |
| Annual return | 0.00% | 22.76%-22.8pp | 580.01%-580.0pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $1,099 | $2,816-61.0% | $4,214-73.9% | $2,625-58.1% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,027-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,716-100.0% | $1,944-100.0% |