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 | $85,303 | $82,188+3.8% | $125,391-32.0% | $64,824+31.6% |
| Participation rate | 91.8% | 77.9%+13.9pp | 82.4%+9.4pp | 71.5%+20.3pp |
| Annual return | 9.66% | 3.50%+6.2pp | 572.41%-562.8pp | 32.84%-23.2pp |
| Employer contribution / active EE | $5,865 | $3,617+62.1% | $4,816+21.8% | $2,507+133.9% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-99.9% | $10,009-100.0% | $188-99.9% |