Filed January 22, 2026 (most recent of 4 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,488 | $52,467+53.4% | $57,196+40.7% | $55,167+45.9% |
| Participation rate | 98.6% | 75.8%+22.7pp | 75.3%+23.3pp | 69.0%+29.6pp |
| Annual return | 7.27% | 7.72%-0.4pp | 14.59%-7.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,216 | $2,830+190.3% | $3,096+165.4% | $3,054+169.0% |
| Admin fee / account holder | $7 | $269-97.5% | $3,141-99.8% | $504-98.7% |