Filed November 19, 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 | $1,955 | $79,700-97.5% | $153,476-98.7% | $74,400-97.4% |
| Participation rate | 99.1% | 69.8%+29.3pp | 77.1%+22.1pp | 67.2%+31.9pp |
| Annual return | 0.00% | 15.07%-15.1pp | 15.66%-15.7pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $49,492 | $4,016+1132.3% | $5,038+882.4% | $2,624+1785.8% |
| Participant deferral / active EE | $0 | $5,315-100.0% | $6,759-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,790-100.0% | $12,729-100.0% | $1,944-100.0% |