Filed March 6, 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 | $40,984 | $45,566-10.1% | $64,105-36.1% | $59,633-31.3% |
| Participation rate | 97.6% | 60.2%+37.4pp | 68.2%+29.4pp | 68.7%+28.9pp |
| Annual return | 0.96% | 4.95%-4.0pp | 791.24%-790.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,756 | $934+195.0% | $1,820+51.4% | $2,203+25.1% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $118 | $3,268-96.4% | $4,499-97.4% | $4,297-97.3% |