Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
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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 | $214,213 | $71,526+199.5% | $98,450+117.6% | $71,495+199.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 6.74% | 32.42%-25.7pp | 21.16%-14.4pp | 28.85%-22.1pp |
| Employer contribution / active EE | $5,455 | $2,400+127.3% | $3,049+78.9% | $2,589+110.6% |
| Participant deferral / active EE | $9,340 | $4,110+127.2% | $4,739+97.1% | $4,291+117.7% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,961-100.0% | $1,588-100.0% |