Filed March 23, 2026 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,542 | $107,353-78.1% | $92,903-74.7% | $152,885-84.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.75% | 145.62%-116.9pp | 109.43%-80.7pp | 345.39%-316.6pp |
| Employer contribution / active EE | $1,600 | $4,222-62.1% | $3,653-56.2% | $4,763-66.4% |
| Participant deferral / active EE | $9,459 | $4,848+95.1% | $4,238+123.2% | $5,851+61.7% |
| Admin fee / account holder | $181 | $7,081-97.4% | $5,795-96.9% | $11,598-98.4% |