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 | $79,558 | $63,114+26.1% | $92,903-14.4% | $65,185+22.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 21.01% | 28.75%-7.7pp | 109.43%-88.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $8,889 | $2,571+245.8% | $3,653+143.3% | $2,177+308.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |