Filed January 20, 2026
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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 | $16,386 | $86,938-81.2% | $102,423-84.0% | $80,925-79.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.42%-29.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $11,606 | $2,369+389.9% | $3,023+283.9% | $2,756+321.1% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $249 | $8,053-96.9% | $9,455-97.4% | $6,940-96.4% |