Filed March 11, 2026 (most recent of 2 filings on file)
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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 | $17,638 | $233,029-92.4% | $140,514-87.4% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 77.8%-77.8pp | - |
| Annual return | 4.00% | 5.57%-1.6pp | 14.36%-10.4pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $3,378-100.0% | - |
| Participant deferral / active EE | $0 | $4,212-100.0% | $4,919-100.0% | - |
| Admin fee / account holder | $206 | $49,244-99.6% | $13,697-98.5% | - |