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 | $735,181 | $88,183+733.7% | $107,187+585.9% | $71,012+935.3% |
| Participation rate | 98.6% | 67.5%+31.1pp | 75.0%+23.6pp | 58.6%+40.0pp |
| Annual return | -30.91% | 16.47%-47.4pp | 204.55%-235.5pp | 37.67%-68.6pp |
| Employer contribution / active EE | $22,127 | $3,914+465.4% | $3,782+485.0% | $2,348+842.4% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |