Filed April 22, 2026
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,961 | $106,110+14.0% | $147,005-17.7% | $77,671+55.7% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 12.80% | 56.77%-44.0pp | 418.76%-406.0pp | 31.21%-18.4pp |
| Employer contribution / active EE | $8,882 | $4,065+118.5% | $4,934+80.0% | $2,726+225.8% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |