Filed March 11, 2026 (most recent of 2 filings on file)
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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 | $15,433 | $91,418-83.1% | $87,102-82.3% | - |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.9%-76.9pp | - |
| Annual return | 2.02% | 14.06%-12.0pp | 28.19%-26.2pp | - |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,521-100.0% | - |
| Participant deferral / active EE | $0 | $3,251-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $51 | $8,929-99.4% | $7,493-99.3% | - |