Filed April 16, 2026
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,111 | $50,464-2.7% | $75,784-35.2% | $52,331-6.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 4.66% | 1.03%+3.6pp | 9.68%-5.0pp | 4.54%+0.1pp |
| Employer contribution / active EE | $5,042 | $1,988+153.6% | $3,323+51.7% | $1,882+168.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $97 | $1,103-91.2% | $5,300-98.2% | $592-83.7% |