Filed July 3, 2025 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,934 | $52,967-96.3% | $172,753-98.9% | $65,186-97.0% |
| Participation rate | 86.8% | 66.2%+20.6pp | 82.6%+4.1pp | 70.2%+16.6pp |
| Annual return | 0.00% | 30.12%-30.1pp | 803.00%-803.0pp | 29.39%-29.4pp |
| Employer contribution / active EE | $312 | $2,190-85.8% | $5,144-93.9% | $2,177-85.7% |
| Participant deferral / active EE | $1,552 | $2,471-37.2% | $5,198-70.1% | $3,514-55.8% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |