Filed October 13, 2025 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,429 | $183,988-82.4% | $162,177-80.0% | $152,897-78.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 5180.93% | 150.79%+5030.1pp | 115.60%+5065.3pp | 345.43%+4835.5pp |
| Employer contribution / active EE | $1,223 | $6,370-80.8% | $5,613-78.2% | $4,764-74.3% |
| Participant deferral / active EE | $2,940 | $8,032-63.4% | $7,297-59.7% | $5,851-49.8% |
| Admin fee / account holder | $66 | $13,123-99.5% | $10,843-99.4% | $11,599-99.4% |