Filed December 24, 2025 (most recent of 2 filings on file)
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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 | $64,236 | $89,465-28.2% | $165,100-61.1% | $77,762-17.4% |
| Participation rate | 98.7% | 78.6%+20.0pp | 78.6%+20.1pp | 70.6%+28.1pp |
| Annual return | 0.45% | 28.86%-28.4pp | 70.21%-69.8pp | 31.27%-30.8pp |
| Employer contribution / active EE | $2,870 | $2,565+11.9% | $4,348-34.0% | $2,728+5.2% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |