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 | $39,686 | $185,900-78.7% | $170,055-76.7% | $139,500-71.6% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 3.00% | 60.58%-57.6pp | 53.43%-50.4pp | 373.99%-371.0pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,828-100.0% | $11,410-100.0% |