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 | $15,745 | $73,884-78.7% | $95,968-83.6% | - |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | - |
| Annual return | 2.02% | 11.13%-9.1pp | 91.65%-89.6pp | - |
| Employer contribution / active EE | $0 | $1,782-100.0% | $2,542-100.0% | - |
| Participant deferral / active EE | $0 | $3,914-100.0% | $4,167-100.0% | - |
| Admin fee / account holder | $23 | $4,316-99.5% | $6,798-99.7% | - |