Filed March 13, 2026 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53-100.0% | $178,317-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.5%-20.5pp | 18.6%-18.6pp |
| Annual return | 5.60% | 12.40%-6.8pp | 9.57%-4.0pp | 9.77%-4.2pp |
| Employer contribution / active EE | $10,630 | $8,404+26.5% | $26,706-60.2% | $13,890-23.5% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | $2,893-100.0% |