Filed July 16, 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $468,016 | $91,538+411.3% | $130,014+260.0% | $75,173+522.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 10.52% | -631.11%+641.6pp | -137.22%+147.7pp | 160.65%-150.1pp |
| Employer contribution / active EE | $6,048 | $2,845+112.6% | $4,320+40.0% | $2,670+126.5% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,616-100.0% | $5,651-100.0% |