Filed September 9, 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 | $39,451 | $61,391-35.7% | $149,723-73.7% | $71,529-44.8% |
| Participation rate | 75.9% | 62.5%+13.4pp | 78.8%-2.9pp | 67.9%+8.0pp |
| Annual return | 0.57% | 35.88%-35.3pp | 134.50%-133.9pp | 28.97%-28.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,171 | $2,921+77.1% | $5,682-9.0% | $4,291+20.5% |
| Admin fee / account holder | $21 | $1,264-98.4% | $13,215-99.8% | $1,588-98.7% |