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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,340 | $197,627-81.6% | $177,839-79.6% | $158,988-77.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.00% | 58.77%-55.8pp | 48.33%-45.3pp | 303.00%-300.0pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,408-100.0% | $12,432-100.0% | $11,252-100.0% |