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 | $17,638 | $75,047-76.5% | $113,397-84.4% | - |
| Participation rate | 0.0% | 69.9%-69.9pp | 76.5%-76.5pp | - |
| Annual return | 4.00% | 13.74%-9.7pp | 23.20%-19.2pp | - |
| Employer contribution / active EE | $0 | $2,227-100.0% | $2,977-100.0% | - |
| Participant deferral / active EE | $0 | $4,172-100.0% | $5,076-100.0% | - |
| Admin fee / account holder | $206 | $5,004-95.9% | $11,957-98.3% | - |