Filed November 18, 2025 (most recent of 2 filings on file)
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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 | $11,675 | $85,766-86.4% | $136,298-91.4% | $70,126-83.4% |
| Participation rate | 98.2% | 74.2%+24.0pp | 81.9%+16.3pp | 69.5%+28.6pp |
| Annual return | 21.33% | 31.46%-10.1pp | 5156.27%-5134.9pp | 73.15%-51.8pp |
| Employer contribution / active EE | $2,876 | $2,966-3.1% | $4,696-38.8% | $2,343+22.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $28 | $5,421-99.5% | $9,244-99.7% | $4,645-99.4% |