Filed April 29, 2026
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,063 | $106,247+66.7% | $147,096+20.4% | $77,714+127.8% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 57.33% | 56.87%+0.5pp | 419.75%-362.4pp | 31.26%+26.1pp |
| Employer contribution / active EE | $1,207 | $4,069-70.3% | $4,936-75.6% | $2,727-55.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |