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 | $79,007 | $104,336-24.3% | $159,474-50.5% | $86,821-9.0% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.8%+13.1pp | 72.3%+23.6pp |
| Annual return | 6.28% | 26.32%-20.0pp | 263.68%-257.4pp | 97.94%-91.7pp |
| Employer contribution / active EE | $5,102 | $3,451+47.8% | $4,831+5.6% | $2,406+112.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |