Filed November 19, 2025
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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 | $30,833 | $181,896-83.0% | $156,551-80.3% | $273,972-88.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.37% | 30.74%-20.4pp | 32.23%-21.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,382 | $6,248-61.9% | $5,501-56.7% | $4,869-51.1% |
| Participant deferral / active EE | $3,581 | $5,550-35.5% | $4,871-26.5% | $5,287-32.3% |
| Admin fee / account holder | $139 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |