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 | $139,797 | $47,456+194.6% | $172,757-19.1% | $77,775+79.7% |
| Participation rate | 71.2% | 66.3%+5.0pp | 82.6%-11.4pp | 73.2%-2.0pp |
| Annual return | 23.25% | 35.57%-12.3pp | 803.06%-779.8pp | 32.58%-9.3pp |
| Employer contribution / active EE | $393 | $1,574-75.1% | $5,144-92.4% | $2,504-84.3% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $13,956-100.0% | $100-100.0% |