Filed October 27, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,963 | $180,466-46.8% | $154,114-37.7% | $135,382-29.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.01% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $5,200 | $6,035-13.8% | $5,298-1.8% | $4,779+8.8% |
| Participant deferral / active EE | $7,552 | $5,806+30.1% | $5,081+48.6% | $5,609+34.6% |
| Admin fee / account holder | $10 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |