Filed July 1, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,082 | $43,338+22.5% | $59,887-11.4% | $64,173-17.3% |
| Participation rate | 74.1% | 69.2%+4.9pp | 74.7%-0.6pp | 69.6%+4.5pp |
| Annual return | -9.40% | -1.55%-7.9pp | 3.46%-12.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,366 | $2,030-32.7% | $2,722-49.8% | $2,381-42.6% |
| Participant deferral / active EE | $3,833 | $2,547+50.5% | $3,402+12.7% | $3,470+10.5% |
| Admin fee / account holder | $45 | $3,007-98.5% | $3,591-98.8% | $4,887-99.1% |