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 | $130,795-14.8% | $173,730-35.8% | $64,728+72.2% |
| Participation rate | 98.7% | 69.9%+28.9pp | 79.6%+19.2pp | 57.9%+40.8pp |
| Annual return | 80.80% | 13.01%+67.8pp | 19.96%+60.8pp | 49.38%+31.4pp |
| Employer contribution / active EE | $3,209 | $2,914+10.1% | $4,577-29.9% | $2,243+43.1% |
| Participant deferral / active EE | $0 | $3,477-100.0% | $6,326-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,356-100.0% | $17,523-100.0% | $1,145-100.0% |