Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,502 | $68,413-10.1% | $123,105-50.0% | $55,191+11.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -1.40% | 6.30%-7.7pp | 13.22%-14.6pp | 10.78%-12.2pp |
| Employer contribution / active EE | $3,241 | $3,050+6.3% | $5,151-37.1% | $1,899+70.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |