Filed June 9, 2025
Participant contribution per participant 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 | $90,032 | $37,039+143.1% | $147,618-39.0% | $59,188+52.1% |
| Participation rate | 72.8% | 63.8%+9.1pp | 84.6%-11.8pp | 69.4%+3.4pp |
| Annual return | 0.66% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.9pp |
| Employer contribution / active EE | $748 | $1,353-44.7% | $5,564-86.6% | $2,098-64.4% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $60-100.0% | $11,612-100.0% | $92-100.0% |