Filed February 25, 2026 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,360 | $79,124+111.5% | $60,899+174.8% | $64,814+158.2% |
| Participation rate | 87.5% | 77.7%+9.8pp | 73.1%+14.4pp | 71.5%+16.0pp |
| Annual return | -14.42% | -7.13%-7.3pp | 16.92%-31.3pp | 32.84%-47.3pp |
| Employer contribution / active EE | $3,449 | $3,050+13.1% | $2,702+27.6% | $2,507+37.6% |
| Participant deferral / active EE | $4,389 | $3,725+17.8% | $3,817+15.0% | $4,310+1.8% |
| Admin fee / account holder | $220 | $106+108.3% | $3,225-93.2% | $188+17.2% |