Filed February 11, 2026 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,103 | $50,919+12.1% | $155,556-63.3% | $77,762-26.6% |
| Participation rate | 62.9% | 63.1%-0.2pp | 78.2%-15.3pp | 70.6%-7.7pp |
| Annual return | 10.90% | 34.84%-23.9pp | 64.84%-53.9pp | 31.27%-20.4pp |
| Employer contribution / active EE | $1,879 | $1,991-5.6% | $4,675-59.8% | $2,728-31.1% |
| Participant deferral / active EE | $3,271 | $2,824+15.8% | $5,631-41.9% | $4,651-29.7% |
| Admin fee / account holder | $96 | $437-78.0% | $15,885-99.4% | $433-77.8% |