Filed December 17, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,703 | $102,595-6.7% | $94,057+1.8% | $154,746-38.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.44% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $8,879 | $3,147+182.1% | $2,933+202.7% | $4,379+102.8% |
| Participant deferral / active EE | $4,440 | $5,118-13.3% | $4,709-5.7% | $6,730-34.0% |
| Admin fee / account holder | $6 | $7,736-99.9% | $7,244-99.9% | $14,365-100.0% |