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 | $270,507-100.0% | $600,826-100.0% | $270,507-100.0% |
| Participation rate | 0.0% | 93.5%-93.5pp | 100.0%-100.0pp | 93.5%-93.5pp |
| Annual return | 3.00% | -4.71%+7.7pp | 3.25%-0.2pp | -4.71%+7.7pp |
| Employer contribution / active EE | $0 | $25,782-100.0% | $24,244-100.0% | $25,782-100.0% |
| Participant deferral / active EE | $0 | $5,950-100.0% | $5,090-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $10,647-100.0% | $44-100.0% | $10,647-100.0% |