Filed June 15, 2026 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,507 | $59,107-80.5% | $86,439-86.7% | $68,495-83.2% |
| Participation rate | 64.6% | 75.2%-10.6pp | 80.3%-15.7pp | 67.9%-3.3pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4395.55%-4395.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,370 | $2,519-5.9% | $3,769-37.1% | $2,596-8.7% |
| Participant deferral / active EE | $5,485 | $5,901-7.1% | $6,952-21.1% | $4,028+36.2% |
| Admin fee / account holder | $82 | $5,637-98.5% | $6,732-98.8% | $5,403-98.5% |