Filed April 22, 2026
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,039 | $88,122-3.5% | $141,197-39.8% | $67,582+25.8% |
| Participation rate | 93.4% | 76.5%+16.9pp | 82.5%+10.9pp | 71.3%+22.1pp |
| Annual return | 28.17% | 75.40%-47.2pp | 71.41%-43.2pp | 378.57%-350.4pp |
| Employer contribution / active EE | $6,964 | $3,224+116.0% | $4,736+47.0% | $2,148+224.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |