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 | $16,217 | $104,607-84.5% | $96,564-83.2% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 76.0%-76.0pp | - |
| Annual return | 2.78% | 9.56%-6.8pp | 25.89%-23.1pp | - |
| Employer contribution / active EE | $0 | $2,147-100.0% | $2,967-100.0% | - |
| Participant deferral / active EE | $0 | $4,312-100.0% | $4,852-100.0% | - |
| Admin fee / account holder | $24 | $45,340-99.9% | $8,256-99.7% | - |