Filed December 1, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $102,597-100.0% | $75,924-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 58.9%-58.9pp | 52.9%-52.9pp | 43.0%-43.0pp |
| Annual return | -0.49% | 5.74%-6.2pp | 6.78%-7.3pp | 259.17%-259.7pp |
| Employer contribution / active EE | $13,129 | $36,770-64.3% | $28,542-54.0% | $41,471-68.3% |
| Participant deferral / active EE | $36 | $558-93.6% | $763-95.3% | $153-76.6% |
| Admin fee / account holder | $0 | $595-100.0% | $1,754-100.0% | $21,502-100.0% |