Filed March 11, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,638 | $198,217-91.1% | $120,344-85.3% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 76.7%-76.7pp | - |
| Annual return | 4.00% | 9.45%-5.5pp | 20.30%-16.3pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $3,020-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $5,135-100.0% | - |
| Admin fee / account holder | $206 | $27,022-99.2% | $12,742-98.4% | - |