Filed June 25, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,888 | $88,754-20.1% | $81,820-13.4% | $145,877-51.4% |
| Participation rate | 94.7% | 75.1%+19.7pp | 72.4%+22.4pp | 80.3%+14.4pp |
| Annual return | 13.46% | 1031.77%-1018.3pp | 777.93%-764.5pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,959 | $3,085-4.1% | $2,915+1.5% | $4,663-36.5% |
| Participant deferral / active EE | $7,767 | $4,648+67.1% | $4,323+79.7% | $6,691+16.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |