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 | $70,355 | $91,372-23.0% | $130,045-45.9% | $74,460-5.5% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.2pp |
| Annual return | 8.27% | 23.21%-14.9pp | -137.30%+145.6pp | 34.38%-26.1pp |
| Employer contribution / active EE | $3,117 | $2,563+21.6% | $4,321-27.9% | $2,638+18.2% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $348-100.0% |