Filed August 6, 2026 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,865 | $130,294-91.7% | $170,004-93.6% | $71,476-84.8% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 42.99% | 20.36%+22.6pp | 53.39%-10.4pp | 28.85%+14.1pp |
| Employer contribution / active EE | $5,431 | $4,385+23.9% | $6,786-20.0% | $2,589+109.8% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,408-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,816-100.0% | $1,587-100.0% |