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 | $83,838 | $99,011-15.3% | $86,582-3.2% | $147,586-43.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.20% | 1312.75%-1297.5pp | 965.08%-949.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $12,765 | $3,132+307.6% | $2,839+349.6% | $4,876+161.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |