Filed September 5, 2025 (most recent of 2 filings on file)
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 | $8,165 | $103,394-92.1% | $87,102-90.6% | $152,914-94.7% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | 23.58% | 28.10%-4.5pp | 28.19%-4.6pp | 345.48%-321.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $12,198-100.0% | $7,493-100.0% | $11,601-100.0% |