Filed January 22, 2026 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,863 | $140,592-95.8% | $123,105-95.2% | $125,389-95.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -2.82% | 16.80%-19.6pp | 13.22%-16.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,830 | $6,980-59.5% | $6,229-54.6% | $5,352-47.1% |
| Admin fee / account holder | $87 | $11,198-99.2% | $9,014-99.0% | $9,541-99.1% |