Filed March 13, 2026 (most recent of 2 filings on file)
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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 | $25,990 | $105,284-75.3% | $150,734-82.8% | $94,015-72.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 20.70% | 15.67%+5.0pp | 600.81%-580.1pp | 17.84%+2.9pp |
| Employer contribution / active EE | $3,802 | $3,599+5.6% | $4,918-22.7% | $2,790+36.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |