Filed May 4, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,246 | $45,050+29.3% | $63,018-7.6% | $70,126-16.9% |
| Participation rate | 61.8% | 69.5%-7.7pp | 74.8%-13.0pp | 69.5%-7.8pp |
| Annual return | 13.28% | 18.76%-5.5pp | 87.62%-74.3pp | 73.15%-59.9pp |
| Employer contribution / active EE | $462 | $2,052-77.5% | $2,761-83.3% | $2,343-80.3% |
| Participant deferral / active EE | $4,866 | $2,466+97.4% | $3,330+46.2% | $3,332+46.1% |
| Admin fee / account holder | $160 | $2,834-94.4% | $3,601-95.6% | $4,645-96.6% |