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 | $16,960 | $75,923-77.7% | $102,460-83.4% | - |
| Participation rate | 0.0% | 71.4%-71.4pp | 76.5%-76.5pp | - |
| Annual return | 4.58% | 15.12%-10.5pp | 29.47%-24.9pp | - |
| Employer contribution / active EE | $0 | $2,206-100.0% | $3,025-100.0% | - |
| Participant deferral / active EE | $0 | $4,258-100.0% | $5,056-100.0% | - |
| Admin fee / account holder | $164 | $11,449-98.6% | $9,460-98.3% | - |