Filed March 10, 2026 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,633 | $140,592-66.8% | $123,105-62.1% | $125,389-62.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.57% | 16.80%-15.2pp | 13.22%-11.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $4,360 | $6,041-27.8% | $5,151-15.4% | $4,866-10.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $118 | $11,198-98.9% | $9,014-98.7% | $9,541-98.8% |