Filed June 26, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,262 | $84,236+52.3% | $170,435-24.7% | $70,126+82.9% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 19.58% | 23.06%-3.5pp | 205.94%-186.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $3,371 | $3,387-0.5% | $5,432-37.9% | $2,343+43.9% |
| Participant deferral / active EE | $6,273 | $3,086+103.3% | $4,939+27.0% | $3,332+88.3% |
| Admin fee / account holder | $276 | $5,698-95.2% | $13,881-98.0% | $4,645-94.1% |