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 | $2,687,218-94.2% | $164,975-5.2% | $199,921-21.7% |
| Participation rate | 94.3% | 78.3%+16.1pp | 78.6%+15.7pp | 72.0%+22.3pp |
| Annual return | -13.46% | 17.94%-31.4pp | 70.12%-83.6pp | 34.28%-47.7pp |
| Employer contribution / active EE | $15,616 | $2,958+427.9% | $4,343+259.6% | $3,035+414.5% |
| Participant deferral / active EE | $0 | $5,002-100.0% | $6,033-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $12,688-100.0% | $269-100.0% |