Filed October 10, 2025
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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 | $4,350 | $101,063-95.7% | $81,473-94.7% | $147,586-97.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 66.15% | 32.41%+33.7pp | 38.78%+27.4pp | 578.59%-512.4pp |
| Employer contribution / active EE | $868 | $3,206-72.9% | $2,568-66.2% | $4,876-82.2% |
| Participant deferral / active EE | $2,777 | $4,242-34.5% | $3,537-21.5% | $5,439-48.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |