Filed March 10, 2026 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,373 | $160,059-76.7% | $140,019-73.3% | $135,380-72.4% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -8.48% | 911.48%-920.0pp | 651.17%-659.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,501 | $7,641-67.3% | $6,927-63.9% | $5,609-55.4% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |