Filed April 3, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,593 | $66,650+268.5% | $92,916+164.3% | $67,584+263.4% |
| Participation rate | 98.4% | 72.5%+25.9pp | 76.0%+22.3pp | 71.3%+27.1pp |
| Annual return | 155.17% | 92.64%+62.5pp | 109.45%+45.7pp | 378.59%-223.4pp |
| Employer contribution / active EE | $1,801 | $2,777-35.1% | $3,654-50.7% | $2,148-16.1% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |