Filed March 2, 2026 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,765 | $48,274-52.8% | $63,244-64.0% | $59,633-61.8% |
| Participation rate | 52.0% | 66.3%-14.3pp | 71.0%-19.0pp | 68.7%-16.7pp |
| Annual return | -5.69% | -240.79%+235.1pp | -70.31%+64.6pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $897 | $1,586-43.5% | $2,322-61.4% | $2,203-59.3% |
| Participant deferral / active EE | $1,997 | $2,343-14.8% | $2,953-32.4% | $3,192-37.4% |
| Admin fee / account holder | $287 | $3,600-92.0% | $5,893-95.1% | $4,297-93.3% |