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 | $196,162 | $90,486+116.8% | $78,676+149.3% | $273,972-28.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.79% | 75.62%-65.8pp | 62.19%-52.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $9,460 | $3,175+198.0% | $2,850+231.9% | $4,869+94.3% |
| Participant deferral / active EE | $13,854 | $3,901+255.1% | $3,517+293.9% | $5,287+162.0% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |