Filed November 9, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,771 | $165,381-85.6% | $149,730-84.1% | $158,966-85.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.27% | 348.29%-303.0pp | 276.70%-231.4pp | 302.95%-257.7pp |
| Employer contribution / active EE | $6,619 | $5,104+29.7% | $4,645+42.5% | $4,762+39.0% |
| Participant deferral / active EE | $9,214 | $7,182+28.3% | $6,843+34.7% | $5,983+54.0% |
| Admin fee / account holder | $99 | $10,809-99.1% | $9,310-98.9% | $11,250-99.1% |