Filed April 27, 2026
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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 | $20,787 | $72,404-71.3% | $110,243-81.1% | $64,173-67.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.51% | -6.29%+3.8pp | 314.76%-317.3pp | 7.63%-10.1pp |
| Employer contribution / active EE | $2,982 | $2,282+30.7% | $3,827-22.1% | $2,381+25.3% |
| Participant deferral / active EE | $4,015 | $3,469+15.7% | $4,672-14.1% | $3,470+15.7% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |