Filed September 9, 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 | $28,362 | $52,967-46.5% | $172,753-83.6% | $65,186-56.5% |
| Participation rate | 72.8% | 66.2%+6.7pp | 82.6%-9.8pp | 70.2%+2.6pp |
| Annual return | -0.20% | 30.12%-30.3pp | 803.00%-803.2pp | 29.39%-29.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,808 | $2,471+13.7% | $5,198-46.0% | $3,514-20.1% |
| Admin fee / account holder | $20 | $472-95.7% | $13,956-99.9% | $847-97.6% |