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 | $160,755 | $52,467+206.4% | $57,196+181.1% | $55,167+191.4% |
| Participation rate | 93.7% | 75.8%+17.8pp | 75.3%+18.3pp | 69.0%+24.7pp |
| Annual return | 6.60% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.6pp |
| Employer contribution / active EE | $7,105 | $2,477+186.8% | $2,683+164.8% | $1,963+262.0% |
| Participant deferral / active EE | $6,361 | $2,830+124.8% | $3,096+105.5% | $3,054+108.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |