Filed August 4, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,898 | $39,132+42.8% | $57,196-2.3% | $62,881-11.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 93.73% | 9.24%+84.5pp | 14.59%+79.1pp | 20.14%+73.6pp |
| Employer contribution / active EE | $12,241 | $1,874+553.2% | $2,683+356.2% | $2,281+436.7% |
| Participant deferral / active EE | $11,042 | $2,374+365.1% | $3,096+256.6% | $3,203+244.7% |
| Admin fee / account holder | $15 | $2,594-99.4% | $3,141-99.5% | $4,296-99.7% |