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 | $143,867 | $56,095+156.5% | $178,510-19.4% | $90,274+59.4% |
| Participation rate | 74.6% | 65.6%+9.1pp | 81.9%-7.3pp | 73.4%+1.3pp |
| Annual return | 19.79% | 28.81%-9.0pp | 151.13%-131.3pp | 53.97%-34.2pp |
| Employer contribution / active EE | $514 | $1,572-67.3% | $5,011-89.7% | $2,523-79.6% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $13,988-100.0% | $114-100.0% |