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 | $66,482 | $81,537-18.5% | $149,721-55.6% | $69,634-4.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 12.53% | 22.79%-10.3pp | 1501.67%-1489.1pp | 27572.26%-27559.7pp |
| Employer contribution / active EE | $2,800 | $3,239-13.6% | $5,444-48.6% | $2,032+37.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |