Filed February 9, 2026
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,556 | $58,275-71.6% | $81,844-79.8% | $80,935-79.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.61% | 41.82%-29.2pp | 778.87%-766.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $2,172 | $2,346-7.4% | $2,916-25.5% | $2,757-21.2% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |