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 | $54,937 | $52,884+3.9% | $84,753-35.2% | $55,167-0.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 11.06% | 18.03%-7.0pp | 22.78%-11.7pp | 169.23%-158.2pp |
| Employer contribution / active EE | $7,316 | $2,233+227.5% | $3,574+104.7% | $1,963+272.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $48 | $581-91.7% | $5,333-99.1% | $504-90.4% |