Filed June 2, 2026 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,415 | $89,067+237.3% | $102,423+193.3% | $77,714+286.6% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 5.70% | 25.01%-19.3pp | 29.42%-23.7pp | 31.26%-25.6pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |