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 | $166,585 | $57,096+191.8% | $94,229+76.8% | $55,191+201.8% |
| Participation rate | 99.8% | 75.7%+24.2pp | 78.8%+21.1pp | 69.2%+30.7pp |
| Annual return | -12.36% | 159.65%-172.0pp | 10.68%-23.0pp | 10.78%-23.1pp |
| Employer contribution / active EE | $8,394 | $1,708+391.5% | $3,587+134.0% | $1,899+342.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |