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 | $84,204 | $69,383+21.4% | $101,271-16.9% | $73,493+14.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 16.80% | 18.46%-1.7pp | 46.48%-29.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $10,917 | $2,628+315.4% | $3,660+198.3% | $2,270+380.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |