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.
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 | $691,918 | $106,236+551.3% | $112,270+516.3% | $64,829+967.3% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.1%+23.7pp | 71.5%+27.2pp |
| Annual return | -23.71% | -6.02%-17.7pp | 27.49%-51.2pp | 32.85%-56.6pp |
| Employer contribution / active EE | $7,315 | $3,167+131.0% | $3,635+101.2% | $2,507+191.8% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |