Filed April 3, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,343 | $171,492-12.9% | $150,734-0.9% | $198,609-24.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.61% | 804.70%-787.1pp | 600.81%-583.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $12,233 | $5,470+123.6% | $4,918+148.7% | $5,055+142.0% |
| Participant deferral / active EE | $8,983 | $6,259+43.5% | $5,610+60.1% | $6,977+28.8% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |