Filed December 8, 2025 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,286 | $92,707-82.4% | $82,726-80.3% | $134,493-87.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.94% | 945.12%-958.1pp | 701.33%-714.3pp | 418.01%-431.0pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,318 | $4,801-10.1% | $4,394-1.7% | $6,400-32.5% |
| Admin fee / account holder | $124 | $5,980-97.9% | $5,328-97.7% | $11,425-98.9% |