Filed August 22, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,507 | $87,016-28.2% | $63,244-1.2% | $125,389-50.1% |
| Participation rate | 78.9% | 77.1%+1.9pp | 71.0%+7.9pp | 83.2%-4.2pp |
| Annual return | 2.24% | 21.71%-19.5pp | -70.31%+72.5pp | 282.24%-280.0pp |
| Employer contribution / active EE | $717 | $3,601-80.1% | $2,322-69.1% | $4,866-85.3% |
| Participant deferral / active EE | $1,878 | $3,939-52.3% | $2,953-36.4% | $5,352-64.9% |
| Admin fee / account holder | $74 | $11,954-99.4% | $5,893-98.8% | $9,541-99.2% |