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 | $144,771 | $71,666+102.0% | $117,861+22.8% | $69,634+107.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 1.43% | 18.86%-17.4pp | 335.11%-333.7pp | 27572.26%-27570.8pp |
| Employer contribution / active EE | $7,979 | $1,889+322.4% | $3,786+110.7% | $2,032+292.6% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-99.7% | $8,021-100.0% | $110-99.7% |