Filed March 3, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,409 | $84,697-74.7% | $73,845-71.0% | $125,393-82.9% |
| Participation rate | 95.2% | 76.8%+18.5pp | 73.4%+21.8pp | 83.2%+12.0pp |
| Annual return | 21.97% | 3123.66%-3101.7pp | 2267.91%-2245.9pp | 282.23%-260.3pp |
| Employer contribution / active EE | $4,311 | $3,123+38.0% | $2,788+54.7% | $4,866-11.4% |
| Participant deferral / active EE | $6,526 | $3,993+63.5% | $3,583+82.1% | $5,351+22.0% |
| Admin fee / account holder | $94 | $5,692-98.3% | $4,881-98.1% | $9,541-99.0% |