Filed October 22, 2025 (most recent of 2 filings on file)
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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 | $32,227 | $85,171-62.2% | $172,752-81.3% | $72,975-55.8% |
| Participation rate | 72.5% | 70.1%+2.4pp | 82.6%-10.1pp | 69.5%+3.0pp |
| Annual return | 1.99% | 27.32%-25.3pp | 802.97%-801.0pp | 81.01%-79.0pp |
| Employer contribution / active EE | $3,457 | $3,324+4.0% | $5,144-32.8% | $2,440+41.7% |
| Participant deferral / active EE | $2,477 | $3,260-24.0% | $5,198-52.3% | $3,608-31.3% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |