Filed August 22, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,661 | $105,929+5.4% | $81,716+36.6% | $158,966-29.8% |
| Participation rate | 81.3% | 75.6%+5.6pp | 72.0%+9.2pp | 82.0%-0.7pp |
| Annual return | 20.46% | 38.19%-17.7pp | 29.49%-9.0pp | 302.95%-282.5pp |
| Employer contribution / active EE | $924 | $7,802-88.2% | $4,310-78.6% | $4,762-80.6% |
| Participant deferral / active EE | $2,545 | $13,007-80.4% | $7,108-64.2% | $5,983-57.5% |
| Admin fee / account holder | $196 | $8,492-97.7% | $5,159-96.2% | $11,250-98.3% |