Filed January 23, 2026 (most recent of 8 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,082 | $70,667+44.5% | $123,105-17.1% | $52,331+95.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 3.20% | 6.23%-3.0pp | 13.22%-10.0pp | 4.54%-1.3pp |
| Employer contribution / active EE | $1,573 | $2,946-46.6% | $5,151-69.5% | $1,882-16.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $4 | $506-99.1% | $9,014-100.0% | $592-99.2% |