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 | $37,430 | $209,873-82.2% | $189,534-80.3% | $167,560-77.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.00% | 748.71%-745.7pp | 555.39%-552.4pp | 478.94%-475.9pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $14,301-100.0% | $12,049-100.0% | $12,317-100.0% |