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 | $84,694+111.9% | $73,843+143.0% | $125,392+43.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.01% | 3123.66%-3126.7pp | 2267.91%-2270.9pp | 282.23%-285.2pp |
| Employer contribution / active EE | $8,132 | $3,123+160.4% | $2,787+191.7% | $4,866+67.1% |
| Participant deferral / active EE | $12,234 | $3,992+206.4% | $3,583+241.4% | $5,351+128.6% |
| Admin fee / account holder | $18 | $5,691-99.7% | $4,880-99.6% | $9,541-99.8% |