Filed October 10, 2025 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,633 | $136,307-87.1% | $177,848-90.1% | $73,497-76.0% |
| Participation rate | 91.1% | 86.1%+5.0pp | 87.7%+3.4pp | 70.7%+20.4pp |
| Annual return | 21.26% | 18.68%+2.6pp | 48.33%-27.1pp | 28.51%-7.3pp |
| Employer contribution / active EE | $377 | $3,712-89.8% | $5,919-93.6% | $2,270-83.4% |
| Participant deferral / active EE | $4,054 | $5,829-30.4% | $7,714-47.4% | $3,740+8.4% |
| Admin fee / account holder | $6 | $596-99.0% | $12,431-100.0% | $513-98.9% |