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 | $15,127 | $89,769-83.1% | $76,768-80.3% | - |
| Participation rate | 0.0% | 75.1%-75.1pp | 77.0%-77.0pp | - |
| Annual return | 0.86% | -5.73%+6.6pp | 2.43%-1.6pp | - |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,485-100.0% | - |
| Participant deferral / active EE | $0 | $3,196-100.0% | $3,852-100.0% | - |
| Admin fee / account holder | $78 | $4,068-98.1% | $6,676-98.8% | - |