Filed February 12, 2026
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,974 | $138,075-68.9% | $123,552-65.2% | $135,379-68.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.05% | 153.70%-163.7pp | 119.20%-129.3pp | 519.79%-529.8pp |
| Employer contribution / active EE | $3,090 | $5,152-40.0% | $4,628-33.2% | $4,779-35.3% |
| Participant deferral / active EE | $4,577 | $6,800-32.7% | $6,426-28.8% | $5,609-18.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |