Filed January 30, 2026
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,947 | $63,905+303.6% | $74,184+247.7% | $57,661+347.4% |
| Participation rate | 98.4% | 79.8%+18.7pp | 76.6%+21.8pp | 70.2%+28.2pp |
| Annual return | -47.77% | 60.60%-108.4pp | 17.74%-65.5pp | 5.13%-52.9pp |
| Employer contribution / active EE | $10,499 | $1,840+470.4% | $2,370+343.0% | $1,974+431.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |