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 | $233,769 | $91,406+155.7% | $130,070+79.7% | $74,478+213.9% |
| Participation rate | 99.3% | 77.8%+21.5pp | 78.5%+20.8pp | 70.7%+28.6pp |
| Annual return | -0.83% | 23.21%-24.0pp | -137.40%+136.6pp | 34.37%-35.2pp |
| Employer contribution / active EE | $17,983 | $2,565+601.2% | $4,322+316.1% | $2,637+582.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $347-100.0% |