Filed December 8, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,286 | $92,766-82.4% | $82,763-80.3% | $134,545-87.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.94% | 946.97%-959.9pp | 702.45%-715.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,318 | $4,802-10.1% | $4,395-1.7% | $6,401-32.5% |
| Admin fee / account holder | $124 | $5,978-97.9% | $5,325-97.7% | $11,431-98.9% |