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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,350 | $79,438+226.5% | $106,554+143.4% | $79,395+226.7% |
| Participation rate | 94.3% | 74.2%+20.1pp | 76.1%+18.1pp | 70.7%+23.6pp |
| Annual return | 8.28% | 18.27%-10.0pp | 26.80%-18.5pp | 116.90%-108.6pp |
| Employer contribution / active EE | $5,282 | $2,235+136.4% | $2,819+87.4% | $2,428+117.6% |
| Participant deferral / active EE | $8,901 | $3,824+132.8% | $4,398+102.4% | $4,046+120.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $626-100.0% |