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 | $18,176 | $75,388-75.9% | $123,553-85.3% | $55,725-67.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 6.96% | 4.48%+2.5pp | 119.21%-112.2pp | 244.93%-238.0pp |
| Employer contribution / active EE | $793 | $3,063-74.1% | $4,628-82.9% | $2,078-61.8% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |