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 | $120,204 | $82,188+46.3% | $125,401-4.1% | $64,829+85.4% |
| Participation rate | 97.7% | 77.9%+19.8pp | 82.4%+15.3pp | 71.5%+26.2pp |
| Annual return | 11.10% | 3.50%+7.6pp | 572.53%-561.4pp | 32.85%-21.8pp |
| Employer contribution / active EE | $642 | $3,617-82.3% | $4,816-86.7% | $2,507-74.4% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,008-100.0% | $188-100.0% |