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 | $20,855 | $93,598-77.7% | $135,974-84.7% | $75,173-72.3% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 18.75% | 30.89%-12.1pp | 68.30%-49.6pp | 160.72%-142.0pp |
| Employer contribution / active EE | $3,587 | $3,538+1.4% | $4,859-26.2% | $2,671+34.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $36 | $6,978-99.5% | $10,767-99.7% | $5,651-99.4% |