Filed March 13, 2026 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,990 | $88,672-70.7% | $105,223-75.3% | $82,448-68.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.70% | 30.86%-10.2pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,802 | $3,048+24.7% | $3,689+3.1% | $2,551+49.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |