Filed April 30, 2026
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $282,029 | $69,383+306.5% | $101,275+178.5% | $73,497+283.7% |
| Participation rate | 99.4% | 68.4%+31.0pp | 75.8%+23.6pp | 70.7%+28.7pp |
| Annual return | 32.48% | 18.46%+14.0pp | 46.48%-14.0pp | 28.51%+4.0pp |
| Employer contribution / active EE | $21,490 | $2,628+717.6% | $3,660+487.2% | $2,270+846.7% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |