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 | $145,431-100.0% | $211,142-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 87.3%-87.3pp | 68.9%-68.9pp |
| Annual return | 24.20% | 27.21%-3.0pp | 46.84%-22.6pp | 26.06%-1.9pp |
| Employer contribution / active EE | $4,600 | $4,662-1.3% | $6,442-28.6% | $2,596+77.2% |
| Participant deferral / active EE | $3,041 | $6,859-55.7% | $9,284-67.2% | $4,274-28.8% |
| Admin fee / account holder | $0 | $17,052-100.0% | $19,076-100.0% | $7,775-100.0% |