Filed June 25, 2025 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,802-100.0% | $133,975-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | 0.00% | 13.51%-13.5pp | 29.29%-29.3pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |