Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | -7.83% | 7.73%-15.6pp | 36.37%-44.2pp | 9.30%-17.1pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |