Filed May 20, 2026
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,359 | $80,177-75.9% | $123,894-84.4% | $57,658-66.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 35.77% | 17.90%+17.9pp | 47.52%-11.7pp | 5.13%+30.6pp |
| Employer contribution / active EE | $526 | $2,913-82.0% | $4,617-88.6% | $1,974-73.4% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |