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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,741 | $124,368-90.6% | $111,319-89.5% | $167,560-93.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | 14.98% | 37.46%-22.5pp | 54.68%-39.7pp | 478.94%-464.0pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5 | $10,623-100.0% | $7,966-99.9% | $12,317-100.0% |