Filed May 7, 2026 (most recent of 3 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,474 | $84,685+111.9% | $73,836+143.1% | $125,389+43.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.01% | 3123.80%-3126.8pp | 2268.06%-2271.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $8,132 | $3,123+160.4% | $2,787+191.7% | $4,866+67.1% |
| Participant deferral / active EE | $12,234 | $3,993+206.4% | $3,583+241.5% | $5,352+128.6% |
| Admin fee / account holder | $18 | $5,694-99.7% | $4,882-99.6% | $9,541-99.8% |