Filed August 22, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,406 | $104,520-14.5% | $76,823+16.4% | $152,885-41.5% |
| Participation rate | 81.3% | 76.6%+4.7pp | 72.1%+9.2pp | 82.5%-1.2pp |
| Annual return | 24.71% | 1014.03%-989.3pp | 1166.42%-1141.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $917 | $3,117-70.6% | $2,302-60.2% | $4,763-80.8% |
| Participant deferral / active EE | $2,059 | $4,236-51.4% | $3,336-38.3% | $5,851-64.8% |
| Admin fee / account holder | $106 | $12,283-99.1% | $6,422-98.4% | $11,598-99.1% |