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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,095 | $47,180-93.4% | $149,723-97.9% | $74,473-95.8% |
| Participation rate | 92.6% | 63.4%+29.2pp | 78.8%+13.8pp | 70.7%+21.9pp |
| Annual return | 20.37% | 22.75%-2.4pp | 134.50%-114.1pp | 34.36%-14.0pp |
| Employer contribution / active EE | $253 | $1,907-86.7% | $4,821-94.7% | $2,638-90.4% |
| Participant deferral / active EE | $1,537 | $2,730-43.7% | $5,682-73.0% | $4,530-66.1% |
| Admin fee / account holder | $4 | $343-98.7% | $13,215-100.0% | $347-98.7% |