Filed January 2, 2026 (most recent of 4 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,352 | $57,330+134.3% | $86,656+55.0% | $75,177+78.7% |
| Participation rate | 86.7% | 63.2%+23.5pp | 71.7%+15.0pp | 67.2%+19.5pp |
| Annual return | 17.58% | 2675.40%-2657.8pp | 593.09%-575.5pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,337 | $2,316+0.9% | $3,025-22.7% | $2,671-12.5% |
| Participant deferral / active EE | $6,065 | $3,320+82.7% | $4,439+36.6% | $4,126+47.0% |
| Admin fee / account holder | $21 | $4,115-99.5% | $5,619-99.6% | $5,651-99.6% |