Filed March 2, 2026 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,876 | $201,370-80.7% | $184,256-78.9% | $145,897-73.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.54% | 29.05%-13.5pp | 28.85%-13.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $5,133 | $7,024-26.9% | $6,427-20.1% | $4,663+10.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |