Filed March 10, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,182 | $99,957-1.8% | $149,745-34.4% | $73,497+33.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 61.55% | 53.87%+7.7pp | 276.72%-215.2pp | 28.51%+33.0pp |
| Employer contribution / active EE | $23,147 | $3,191+625.4% | $4,646+398.3% | $2,270+919.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |