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 | $15,774 | $90,590-82.6% | $111,319-85.8% | - |
| Participation rate | 0.0% | 76.1%-76.1pp | 77.3%-77.3pp | - |
| Annual return | 0.18% | 11.74%-11.6pp | 54.68%-54.5pp | - |
| Employer contribution / active EE | $0 | $1,916-100.0% | $2,732-100.0% | - |
| Participant deferral / active EE | $0 | $4,059-100.0% | $4,488-100.0% | - |
| Admin fee / account holder | $24 | $3,379-99.3% | $7,966-99.7% | - |