Filed March 10, 2026
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Annual investment return 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 | $127,339 | $104,497+21.9% | $159,487-20.2% | $79,389+60.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 12.46% | 67.98%-55.5pp | 263.71%-251.2pp | 116.89%-104.4pp |
| Employer contribution / active EE | $21,765 | $3,418+536.9% | $4,831+350.5% | $2,428+796.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |