Filed July 28, 2026 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,909 | $75,183+15.6% | $123,893-29.9% | $55,167+57.5% |
| Participation rate | 98.7% | 72.8%+25.8pp | 81.4%+17.2pp | 69.0%+29.7pp |
| Annual return | -16.32% | 19.01%-35.3pp | 47.52%-63.8pp | 169.23%-185.6pp |
| Employer contribution / active EE | $7,557 | $2,823+167.7% | $4,617+63.7% | $1,963+285.1% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $10 | $663-98.4% | $8,357-99.9% | $504-98.0% |