Filed September 9, 2025 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,529 | $90,486+1.2% | $78,676+16.3% | $273,972-66.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.97% | 75.62%-70.7pp | 62.19%-57.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $8,185 | $3,175+157.8% | $2,850+187.2% | $4,869+68.1% |
| Participant deferral / active EE | $5,250 | $3,901+34.6% | $3,517+49.3% | $5,287-0.7% |
| Admin fee / account holder | $70 | $5,263-98.7% | $4,510-98.4% | $10,133-99.3% |