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 | $760,334 | $99,212+666.4% | $96,564+687.4% | $74,478+920.9% |
| Participation rate | 99.6% | 80.7%+18.9pp | 76.0%+23.6pp | 70.7%+28.8pp |
| Annual return | 14.35% | 22.40%-8.0pp | 25.89%-11.5pp | 34.37%-20.0pp |
| Employer contribution / active EE | $18,777 | $2,569+630.8% | $2,967+532.9% | $2,637+612.1% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |