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 | $106,247+13.8% | $147,096-17.8% | $77,714+55.6% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 12.80% | 56.87%-44.1pp | 419.75%-406.9pp | 31.26%-18.5pp |
| Employer contribution / active EE | $8,882 | $4,069+118.3% | $4,936+79.9% | $2,727+225.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |