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 | $107,336 | $95,438+12.5% | $135,982-21.1% | $74,473+44.1% |
| Participation rate | 93.2% | 78.2%+15.0pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 24.44% | 32.61%-8.2pp | 68.32%-43.9pp | 34.36%-9.9pp |
| Employer contribution / active EE | $10,721 | $3,878+176.5% | $4,859+120.6% | $2,638+306.4% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $9 | $259-96.6% | $10,767-99.9% | $347-97.4% |