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 | $9,604 | $153,769-93.8% | $133,975-92.8% | $273,972-96.5% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.1%-17.8pp | 83.0%-13.8pp |
| Annual return | 35.68% | 36.51%-0.8pp | 29.29%+6.4pp | 41.46%-5.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,516 | $6,958-63.8% | $6,282-60.0% | $5,287-52.4% |
| Admin fee / account holder | $109 | $11,765-99.1% | $9,324-98.8% | $10,133-98.9% |