Filed December 5, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,615 | $49,239-33.8% | $70,462-53.7% | $79,858-59.2% |
| Participation rate | 10.5% | 69.2%-58.7pp | 75.1%-64.6pp | 69.6%-59.2pp |
| Annual return | 10.09% | 30.08%-20.0pp | 109.08%-99.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $208 | $2,769-92.5% | $3,710-94.4% | $3,740-94.5% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |