Filed July 17, 2026
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,866 | $75,959-85.7% | $154,114-92.9% | $64,181-83.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.02% | 30.32%-40.3pp | 735.16%-745.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,860 | $3,350-44.5% | $5,298-64.9% | $2,381-21.9% |
| Participant deferral / active EE | $1,742 | $3,175-45.1% | $5,081-65.7% | $3,470-49.8% |
| Admin fee / account holder | $143 | $5,589-97.4% | $13,411-98.9% | $4,887-97.1% |