Filed March 3, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,190 | $53,127-39.4% | $86,597-62.8% | $70,131-54.1% |
| Participation rate | 96.3% | 65.3%+31.0pp | 73.5%+22.7pp | 69.5%+26.8pp |
| Annual return | 16.90% | 27.66%-10.8pp | 964.96%-948.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,931 | $2,068+41.7% | $2,840+3.2% | $2,342+25.1% |
| Participant deferral / active EE | $6,125 | $2,696+127.2% | $3,609+69.7% | $3,332+83.8% |
| Admin fee / account holder | $68 | $3,585-98.1% | $4,906-98.6% | $4,645-98.5% |