Filed November 24, 2025
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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 | $90,230 | $95,417-5.4% | $135,974-33.6% | $74,460+21.2% |
| Participation rate | 97.5% | 78.2%+19.3pp | 81.9%+15.6pp | 70.7%+26.7pp |
| Annual return | 10.45% | 32.76%-22.3pp | 68.30%-57.9pp | 34.38%-23.9pp |
| Employer contribution / active EE | $4,900 | $3,878+26.4% | $4,859+0.8% | $2,638+85.7% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-99.9% | $10,767-100.0% | $348-99.9% |