Filed March 30, 2026
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,247 | $54,757-26.5% | $90,304-55.4% | $72,975-44.8% |
| Participation rate | 85.4% | 65.2%+20.2pp | 73.3%+12.1pp | 69.5%+15.9pp |
| Annual return | 3.82% | 30.63%-26.8pp | 78.13%-74.3pp | 81.01%-77.2pp |
| Employer contribution / active EE | $5,635 | $2,093+169.2% | $2,855+97.4% | $2,440+130.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $258 | $3,973-93.5% | $5,354-95.2% | $5,124-95.0% |