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 | $93,345-72.2% | $119,126-78.2% | $87,485-70.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 20.70% | 19.08%+1.6pp | 282.11%-261.4pp | 26.06%-5.4pp |
| Employer contribution / active EE | $3,802 | $3,172+19.9% | $4,034-5.7% | $2,596+46.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |