Filed October 10, 2025 (most recent of 10 filings on file)
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Annual investment return 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 | $0 | $0 | $334,005-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.7%-43.7pp | 0.0%0pp |
| Annual return | -9.92% | 8.46%-18.4pp | 9.82%-19.7pp | 8.76%-18.7pp |
| Employer contribution / active EE | $14,646 | $11,054+32.5% | $30,304-51.7% | $16,650-12.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |