Filed March 7, 2025 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $37,930 | $76,112-50.2% | $96,534-60.7% | $71,511-47.0% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.0pp | 67.9%+31.1pp |
| Annual return | 8.64% | 22.81%-14.2pp | 25.88%-17.2pp | 28.86%-20.2pp |
| Employer contribution / active EE | $1,429 | $2,248-36.5% | $2,965-51.8% | $2,589-44.8% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $12 | $2,708-99.6% | $8,253-99.9% | $1,588-99.2% |