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 | $11,681 | $77,817-85.0% | $123,553-90.5% | $64,173-81.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.87% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $638 | $3,014-78.8% | $4,628-86.2% | $2,381-73.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $148 | $5,519-97.3% | $9,284-98.4% | $4,887-97.0% |