Filed December 1, 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 | $13,508 | $73,848-81.7% | $143,799-90.6% | $68,486-80.3% |
| Participation rate | 61.1% | 66.7%-5.6pp | 80.3%-19.3pp | 67.9%-6.8pp |
| Annual return | -18.89% | 0.91%-19.8pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $915 | $3,184-71.3% | $4,952-81.5% | $2,597-64.7% |
| Participant deferral / active EE | $2,382 | $3,385-29.6% | $5,638-57.7% | $4,028-40.9% |
| Admin fee / account holder | $122 | $5,755-97.9% | $14,677-99.2% | $5,404-97.7% |