Filed August 19, 2025 (most recent of 3 filings on file)
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $47,522-100.0% | $83,167-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 77.9%-77.9pp | 9.2%-9.2pp |
| Annual return | 8.06% | -0.08%+8.1pp | -0.37%+8.4pp | -0.08%+8.1pp |
| Employer contribution / active EE | $672 | $7,991-91.6% | $27,460-97.6% | $7,991-91.6% |
| Participant deferral / active EE | $0 | $325-100.0% | $1,021-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,063-100.0% | $275-100.0% |