Filed December 12, 2025 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,236 | $73,638-92.9% | $108,421-95.2% | $79,395-93.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 0.00% | 33.27%-33.3pp | 905.61%-905.6pp | 116.90%-116.9pp |
| Employer contribution / active EE | $1,426 | $2,397-40.5% | $3,560-59.9% | $2,428-41.3% |
| Participant deferral / active EE | $1,518 | $6,218-75.6% | $6,564-76.9% | $4,046-62.5% |
| Admin fee / account holder | $3 | $638-99.5% | $7,298-100.0% | $626-99.5% |