Filed January 13, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,563 | $56,894-0.6% | $84,753-33.3% | $62,881-10.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.50% | 6.30%+4.2pp | 22.78%-12.3pp | 20.14%-9.6pp |
| Employer contribution / active EE | $9,056 | $2,400+277.3% | $3,574+153.3% | $2,281+297.0% |
| Participant deferral / active EE | $5,208 | $2,709+92.2% | $3,712+40.3% | $3,203+62.6% |
| Admin fee / account holder | $83 | $3,581-97.7% | $5,333-98.4% | $4,296-98.1% |