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 | $30,835 | $65,376-52.8% | $87,104-64.6% | $65,185-52.7% |
| Participation rate | 99.5% | 75.3%+24.2pp | 76.9%+22.7pp | 70.2%+29.3pp |
| Annual return | 15.66% | 31.27%-15.6pp | 28.19%-12.5pp | 29.38%-13.7pp |
| Employer contribution / active EE | $913 | $1,822-49.9% | $2,521-63.8% | $2,177-58.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5 | $520-99.1% | $7,491-99.9% | $847-99.5% |