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 | $106,264+66.6% | $147,117+20.4% | $77,762+127.7% |
| Participation rate | 97.4% | 78.4%+18.9pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 57.33% | 56.94%+0.4pp | 420.54%-363.2pp | 31.27%+26.1pp |
| Employer contribution / active EE | $1,207 | $4,074-70.4% | $4,932-75.5% | $2,728-55.8% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |