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 | $127,488 | $95,438+33.6% | $135,998-6.3% | $74,478+71.2% |
| Participation rate | 97.0% | 78.2%+18.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 28.75% | 32.61%-3.9pp | 68.37%-39.6pp | 34.37%-5.6pp |
| Employer contribution / active EE | $114 | $3,878-97.1% | $4,860-97.7% | $2,637-95.7% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,769-100.0% | $347-100.0% |