Filed October 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,267-100.0% | $197,124-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 86.7%-86.7pp | 68.1%-68.1pp |
| Annual return | 24.20% | 29.61%-5.4pp | 44.34%-20.1pp | 41.64%-17.4pp |
| Employer contribution / active EE | $4,600 | $4,723-2.6% | $6,227-26.1% | $2,551+80.3% |
| Participant deferral / active EE | $3,041 | $7,035-56.8% | $9,135-66.7% | $4,139-26.5% |
| Admin fee / account holder | $0 | $14,422-100.0% | $16,298-100.0% | $7,234-100.0% |