Filed October 15, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,306 | $209,422-68.3% | $178,503-62.9% | $158,982-58.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.86% | 188.81%-159.9pp | 151.12%-122.3pp | 302.99%-274.1pp |
| Employer contribution / active EE | $1,701 | $5,707-70.2% | $5,011-66.1% | $4,763-64.3% |
| Participant deferral / active EE | $5,571 | $5,955-6.4% | $5,202+7.1% | $5,983-6.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |