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 | $214,213 | $71,534+199.5% | $98,462+117.6% | $71,535+199.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 6.74% | 32.44%-25.7pp | 21.20%-14.5pp | 28.97%-22.2pp |
| Employer contribution / active EE | $5,455 | $2,399+127.3% | $3,049+78.9% | $2,590+110.6% |
| Participant deferral / active EE | $9,340 | $4,109+127.3% | $4,738+97.1% | $4,292+117.6% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,589-100.0% |