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 | $455,904 | $73,404+521.1% | $87,102+423.4% | $67,584+574.6% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.9%+22.4pp | 71.3%+28.0pp |
| Annual return | 2.79% | 48.29%-45.5pp | 28.19%-25.4pp | 378.59%-375.8pp |
| Employer contribution / active EE | $14,637 | $2,014+626.8% | $2,521+480.5% | $2,148+581.4% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,493-100.0% | $142-100.0% |