Filed June 23, 2025
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Employer contribution per participant 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 | $160,790 | $62,267+158.2% | $110,243+45.8% | $55,727+188.5% |
| Participation rate | 99.4% | 78.1%+21.3pp | 79.8%+19.6pp | 70.9%+28.6pp |
| Annual return | 18.82% | -1.07%+19.9pp | 314.76%-295.9pp | 244.94%-226.1pp |
| Employer contribution / active EE | $2 | $1,941-99.9% | $3,827-100.0% | $2,078-99.9% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-99.9% | $8,548-100.0% | $115-99.9% |