Filed April 3, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,343 | $111,535+33.9% | $105,223+41.9% | $137,256+8.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.61% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $12,233 | $3,939+210.5% | $3,689+231.7% | $4,156+194.3% |
| Participant deferral / active EE | $8,983 | $5,500+63.3% | $5,072+77.1% | $6,407+40.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |