Filed June 23, 2025
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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 | $156,456 | $2,703,213-94.2% | $165,100-5.2% | $200,096-21.8% |
| Participation rate | 94.3% | 78.4%+15.9pp | 78.6%+15.7pp | 72.0%+22.3pp |
| Annual return | -13.46% | 17.97%-31.4pp | 70.21%-83.7pp | 34.26%-47.7pp |
| Employer contribution / active EE | $15,616 | $2,973+425.3% | $4,348+259.2% | $3,038+414.1% |
| Participant deferral / active EE | $0 | $5,021-100.0% | $6,035-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $1,999-100.0% | $12,696-100.0% | $269-100.0% |