Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,282 | $483,246-92.7% | $1,118,625-96.8% | $483,246-92.7% |
| Participation rate | 100.0% | 93.7%+6.3pp | 100.0%0pp | 93.7%+6.3pp |
| Annual return | 3.00% | 24.97%-22.0pp | 64.20%-61.2pp | 24.97%-22.0pp |
| Employer contribution / active EE | $0 | $28,334-100.0% | $23,670-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $10,324-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $20,852-100.0% | $27,347-100.0% | $20,852-100.0% |