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 | $20,515 | $98,776-79.2% | $149,745-86.3% | $79,856-74.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.62% | 27.38%-10.8pp | 276.72%-260.1pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,815 | $3,217+18.6% | $4,646-17.9% | $2,471+54.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $159 | $6,053-97.4% | $9,312-98.3% | $5,306-97.0% |