Filed July 18, 2025
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | - | 0.0%0pp |
| Annual return | 11.47% | -17.42%+28.9pp | -16.00%+27.5pp | 231.17%-219.7pp |
| Employer contribution / active EE | $14,667 | $4,693+212.5% | $3,129+368.8% | $36,179-59.5% |
| Participant deferral / active EE | $0 | $0 | $0 | $0 |
| Admin fee / account holder | $0 | $0 | - | - |