Filed September 12, 2025 (most recent of 2 filings on file)
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,941 | $51,769+201.2% | $57,356+171.9% | $52,331+198.0% |
| Participation rate | 98.8% | 75.2%+23.5pp | 75.1%+23.7pp | 68.1%+30.7pp |
| Annual return | 2.02% | 2.43%-0.4pp | 24.41%-22.4pp | 4.54%-2.5pp |
| Employer contribution / active EE | $7,096 | $2,335+203.9% | $2,689+163.9% | $1,882+277.1% |
| Participant deferral / active EE | $6,676 | $2,794+138.9% | $3,162+111.1% | $3,022+120.9% |
| Admin fee / account holder | $1 | $295-99.5% | $3,357-100.0% | $592-99.8% |