Filed March 16, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,850 | $53,128+80.4% | $86,582+10.7% | $70,126+36.7% |
| Participation rate | 78.1% | 65.3%+12.8pp | 73.5%+4.6pp | 69.5%+8.6pp |
| Annual return | 19.60% | 27.66%-8.1pp | 965.08%-945.5pp | 73.15%-53.6pp |
| Employer contribution / active EE | $14,534 | $2,068+602.8% | $2,839+411.8% | $2,343+520.4% |
| Participant deferral / active EE | $8,855 | $2,695+228.6% | $3,609+145.4% | $3,332+165.8% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |