Filed December 17, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,703 | $72,071+32.8% | $68,368+40.0% | $137,256-30.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.44% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $8,879 | $2,788+218.5% | $2,649+235.2% | $4,156+113.6% |
| Participant deferral / active EE | $4,440 | $4,410+0.7% | $4,123+7.7% | $6,407-30.7% |
| Admin fee / account holder | $6 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |