Filed November 24, 2025
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,666 | $80,177-92.9% | $123,894-95.4% | $57,661-90.2% |
| Participation rate | 96.9% | 74.4%+22.5pp | 81.4%+15.5pp | 70.2%+26.7pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $5,587 | $2,913+91.8% | $4,617+21.0% | $1,974+183.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |