Filed July 28, 2026 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $84,582 | $155,795-45.7% | $136,297-37.9% | $69,631+21.5% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 70.7%+24.6pp |
| Annual return | 3.16% | 232464.33%-232461.2pp | 5156.16%-5153.0pp | 27571.02%-27567.9pp |
| Employer contribution / active EE | $7,301 | $2,991+144.1% | $4,696+55.5% | $2,032+259.3% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $12 | $128-90.9% | $9,244-99.9% | $110-89.4% |