Filed March 23, 2026 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,272 | $97,729-92.6% | $83,830-91.3% | $135,379-94.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.39% | 1287.52%-1303.9pp | 850.97%-867.4pp | 519.79%-536.2pp |
| Employer contribution / active EE | $1,404 | $4,222-66.8% | $3,631-61.3% | $4,779-70.6% |
| Participant deferral / active EE | $5,340 | $4,683+14.0% | $4,082+30.8% | $5,609-4.8% |
| Admin fee / account holder | $113 | $6,674-98.3% | $5,479-97.9% | $10,828-99.0% |