Filed September 4, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,433 | $63,904+445.2% | $89,340+290.0% | $67,986+412.5% |
| Participation rate | 99.1% | 54.3%+44.8pp | 69.6%+29.5pp | 57.2%+41.9pp |
| Annual return | -1.63% | 18.09%-19.7pp | 20.57%-22.2pp | 31.67%-33.3pp |
| Employer contribution / active EE | $9,935 | $1,627+510.5% | $2,231+345.2% | $2,019+392.1% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,315-100.0% | $6,704-100.0% | $3,203-100.0% |