Filed December 17, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,371 | $103,038-9.4% | $90,324+3.4% | $152,909-38.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 21.79% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $5,242 | $3,141+66.9% | $2,856+83.5% | $4,764+10.0% |
| Participant deferral / active EE | $4,200 | $4,282-1.9% | $3,885+8.1% | $5,851-28.2% |
| Admin fee / account holder | $3 | $6,177-99.9% | $5,356-99.9% | $11,601-100.0% |