Filed April 3, 2026 (most recent of 2 filings on file)
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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 | $103,986 | $56,443+84.2% | $83,831+24.0% | $55,727+86.6% |
| Participation rate | 99.2% | 72.0%+27.2pp | 76.1%+23.1pp | 70.9%+28.3pp |
| Annual return | -13.31% | 393.67%-407.0pp | 850.99%-864.3pp | 244.94%-258.2pp |
| Employer contribution / active EE | $2,104 | $2,682-21.6% | $3,631-42.1% | $2,078+1.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |