Filed December 15, 2025
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,610 | $175,231-79.7% | $149,696-76.2% | $139,466-74.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1159.56% | 166.77%+992.8pp | 134.46%+1025.1pp | 373.66%+785.9pp |
| Employer contribution / active EE | $31,000 | $5,478+465.9% | $4,821+543.1% | $4,754+552.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |