Filed November 9, 2025
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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 | $14,561 | $157,276-90.7% | $141,177-89.7% | $152,885-90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $6,484 | $5,262+23.2% | $4,736+36.9% | $4,763+36.1% |
| Participant deferral / active EE | $13,942 | $7,110+96.1% | $6,710+107.8% | $5,851+138.3% |
| Admin fee / account holder | $65 | $12,123-99.5% | $10,263-99.4% | $11,598-99.4% |