Filed February 9, 2026
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,780 | $66,124-29.3% | $90,461-48.3% | $73,497-36.4% |
| Participation rate | 49.0% | 69.7%-20.7pp | 72.7%-23.7pp | 70.7%-21.7pp |
| Annual return | 11.14% | 17.65%-6.5pp | 1294.76%-1283.6pp | 28.51%-17.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,003 | $3,039-34.1% | $3,964-49.5% | $3,740-46.4% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |