Filed December 17, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,700 | $99,011-33.6% | $86,582-24.1% | $147,586-55.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.81% | 1312.75%-1296.9pp | 965.08%-949.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $5,209 | $3,132+66.3% | $2,839+83.5% | $4,876+6.8% |
| Participant deferral / active EE | $4,000 | $3,972+0.7% | $3,609+10.8% | $5,439-26.5% |
| Admin fee / account holder | $4 | $5,709-99.9% | $4,904-99.9% | $10,886-100.0% |