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 | $9,823 | $112,136-91.2% | $95,968-89.8% | $158,988-93.8% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 20.30% | 171.21%-150.9pp | 91.65%-71.4pp | 303.00%-282.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,542-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,137-100.0% | $6,798-100.0% | $11,252-100.0% |