Filed December 8, 2025 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,339 | $109,905-86.0% | $98,506-84.4% | $167,553-90.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 12.94% | 1960.20%-1947.3pp | 1494.92%-1482.0pp | 478.89%-466.0pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,700 | $4,674-20.8% | $4,277-13.5% | $6,343-41.7% |
| Admin fee / account holder | $283 | $6,760-95.8% | $5,955-95.2% | $12,316-97.7% |