Filed March 16, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,112 | $48,078+14.6% | $78,676-30.0% | $62,881-12.4% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 27.09% | 31.36%-4.3pp | 62.19%-35.1pp | 20.14%+6.9pp |
| Employer contribution / active EE | $12,187 | $2,015+505.0% | $2,850+327.6% | $2,281+434.3% |
| Participant deferral / active EE | $14,331 | $2,587+453.9% | $3,517+307.5% | $3,203+347.4% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |