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 | $32,194 | $58,895-45.3% | $178,503-82.0% | $73,497-56.2% |
| Participation rate | 74.1% | 66.2%+7.8pp | 81.9%-7.9pp | 70.7%+3.4pp |
| Annual return | 8.19% | 24.86%-16.7pp | 151.12%-142.9pp | 28.51%-20.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,462 | $2,567+34.9% | $5,202-33.5% | $3,740-7.4% |
| Admin fee / account holder | $21 | $400-94.7% | $13,987-99.8% | $513-95.9% |