Filed March 3, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,342 | $90,486-73.1% | $78,676-69.1% | $273,972-91.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.16% | 75.62%-66.5pp | 62.19%-53.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,295 | $3,175+3.8% | $2,850+15.6% | $4,869-32.3% |
| Participant deferral / active EE | $6,145 | $3,901+57.5% | $3,517+74.7% | $5,287+16.2% |
| Admin fee / account holder | $182 | $5,263-96.5% | $4,510-96.0% | $10,133-98.2% |