Filed October 13, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,353-100.0% | $143,797-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -73.36% | 0.48%-73.8pp | -0.04%-73.3pp | 418.37%-491.7pp |
| Employer contribution / active EE | $2,419 | $5,620-57.0% | $4,952-51.2% | $4,742-49.0% |
| Participant deferral / active EE | $5,565 | $6,447-13.7% | $5,638-1.3% | $6,401-13.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |