Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $263,064-100.0% | $354,414-100.0% | $263,064-100.0% |
| Participation rate | 0.0% | 95.8%-95.8pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | 3.00% | -1.59%+4.6pp | -0.84%+3.8pp | -1.59%+4.6pp |
| Employer contribution / active EE | $0 | $33,160-100.0% | $14,634-100.0% | $33,160-100.0% |
| Participant deferral / active EE | $0 | $7,831-100.0% | $9,350-100.0% | $7,831-100.0% |
| Admin fee / account holder | $0 | $9,535-100.0% | $36,514-100.0% | $9,535-100.0% |