Filed April 29, 2026
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,031 | $75,388+10.1% | $123,553-32.8% | $55,727+49.0% |
| Participation rate | 98.3% | 75.7%+22.7pp | 82.3%+16.1pp | 70.9%+27.5pp |
| Annual return | 21.32% | 4.48%+16.8pp | 119.21%-97.9pp | 244.94%-223.6pp |
| Employer contribution / active EE | $138 | $3,063-95.5% | $4,628-97.0% | $2,078-93.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |