Filed April 3, 2026
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,343 | $114,119+30.9% | $107,187+39.3% | $138,895+7.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.61% | 273.21%-255.6pp | 204.55%-186.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $12,233 | $4,059+201.4% | $3,782+223.4% | $4,194+191.7% |
| Participant deferral / active EE | $8,983 | $5,538+62.2% | $5,096+76.3% | $6,396+40.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |