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 | $9,454 | $100,848-90.6% | $86,717-89.1% | $134,554-93.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -19.48% | 29.12%-48.6pp | 35.97%-55.5pp | 418.46%-437.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,657-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,930-100.0% | $7,494-100.0% | $11,430-100.0% |