Filed July 21, 2026
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,228 | $55,002-25.0% | $59,883-31.2% | $56,287-26.8% |
| Participation rate | 92.2% | 75.9%+16.3pp | 74.7%+17.5pp | 69.9%+22.4pp |
| Annual return | -13.22% | 1.13%-14.4pp | 3.46%-16.7pp | -9.96%-3.3pp |
| Employer contribution / active EE | $2,503 | $2,448+2.2% | $2,722-8.1% | $2,111+18.5% |
| Participant deferral / active EE | $4,100 | $3,121+31.4% | $3,402+20.5% | $3,350+22.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |