Filed August 19, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,281 | $74,552-1.7% | $63,018+16.3% | $69,631+5.2% |
| Participation rate | 96.3% | 78.3%+18.0pp | 74.8%+21.5pp | 70.7%+25.6pp |
| Annual return | 11.69% | 15.77%-4.1pp | 87.62%-75.9pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $1,917 | $2,929-34.6% | $2,761-30.6% | $2,032-5.7% |
| Participant deferral / active EE | $3,133 | $2,974+5.3% | $3,330-5.9% | $3,224-2.8% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |