Filed March 7, 2025 (most recent of 4 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,620 | $85,515-53.7% | $112,040-64.6% | $67,986-41.7% |
| Participation rate | 99.1% | 68.2%+30.9pp | 76.5%+22.6pp | 57.2%+41.9pp |
| Annual return | 5.08% | 29.68%-24.6pp | 24.52%-19.4pp | 31.67%-26.6pp |
| Employer contribution / active EE | $862 | $2,191-60.7% | $2,954-70.8% | $2,019-57.3% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $7 | $3,774-99.8% | $12,098-99.9% | $3,203-99.8% |