Filed April 27, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,540 | $131,835-68.5% | $108,582-61.7% | $273,972-84.8% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 6.98% | -91.57%+98.5pp | -51.70%+58.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,415 | $4,913-50.8% | $3,758-35.7% | $4,869-50.4% |
| Participant deferral / active EE | $3,738 | $5,127-27.1% | $4,311-13.3% | $5,287-29.3% |
| Admin fee / account holder | $62 | $10,253-99.4% | $7,645-99.2% | $10,133-99.4% |