Filed August 14, 2025 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,467 | $56,894+2.8% | $84,753-31.0% | $62,881-7.0% |
| Participation rate | 63.9% | 68.5%-4.6pp | 76.6%-12.7pp | 69.3%-5.4pp |
| Annual return | 6.37% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,815 | $2,400-24.4% | $3,574-49.2% | $2,281-20.4% |
| Participant deferral / active EE | $4,212 | $2,709+55.5% | $3,712+13.5% | $3,203+31.5% |
| Admin fee / account holder | $252 | $3,581-93.0% | $5,333-95.3% | $4,296-94.1% |