Filed December 24, 2025 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,489 | $116,081-4.0% | $156,181-28.6% | $79,634+40.0% |
| Participation rate | 98.7% | 75.6%+23.2pp | 78.8%+19.9pp | 62.5%+36.3pp |
| Annual return | 80.80% | 15.89%+64.9pp | 64.87%+15.9pp | 36.46%+44.3pp |
| Employer contribution / active EE | $3,209 | $2,828+13.5% | $4,294-25.3% | $2,529+26.9% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $854-100.0% | $14,586-100.0% | $1,002-100.0% |