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 | $39,611 | $197,637-80.0% | $177,848-77.7% | $158,982-75.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 6.91% | 58.77%-51.9pp | 48.33%-41.4pp | 302.99%-296.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,722 | $8,405-67.6% | $7,714-64.7% | $5,983-54.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |