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 | $88,446 | $100,801-12.3% | $149,745-40.9% | $73,412+20.5% |
| Participation rate | 94.2% | 77.7%+16.5pp | 82.5%+11.7pp | 72.2%+22.0pp |
| Annual return | 3.52% | 265.34%-261.8pp | 276.72%-273.2pp | 59.30%-55.8pp |
| Employer contribution / active EE | $5,831 | $3,312+76.1% | $4,646+25.5% | $2,234+161.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-99.9% |