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 | $92,407 | $60,795+52.0% | $69,483+33.0% | $65,186+41.8% |
| Participation rate | 98.4% | 74.9%+23.5pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 18.12% | 17.46%+0.7pp | 28.99%-10.9pp | 29.39%-11.3pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,783 | $3,162+177.8% | $3,537+148.4% | $3,514+149.9% |
| Admin fee / account holder | $42 | $314-86.8% | $3,841-98.9% | $847-95.1% |