Filed December 8, 2025 (most recent of 2 filings on file)
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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 | $9,073 | $99,011-90.8% | $86,582-89.5% | $147,586-93.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.07% | 1312.75%-1302.7pp | 965.08%-955.0pp | 578.59%-568.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,980 | $3,972-50.1% | $3,609-45.1% | $5,439-63.6% |
| Admin fee / account holder | $216 | $5,709-96.2% | $4,904-95.6% | $10,886-98.0% |