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 | $106,164+66.8% | $147,041+20.4% | $77,692+127.9% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 57.33% | 56.81%+0.5pp | 419.21%-361.9pp | 31.25%+26.1pp |
| Employer contribution / active EE | $1,207 | $4,066-70.3% | $4,935-75.5% | $2,726-55.7% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |