Filed September 12, 2025 (most recent of 2 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $193,552 | $60,795+218.4% | $69,483+178.6% | $65,186+196.9% |
| Participation rate | 98.0% | 74.9%+23.1pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 20.46% | 17.46%+3.0pp | 28.99%-8.5pp | 29.39%-8.9pp |
| Employer contribution / active EE | $6,775 | $2,452+176.3% | $2,780+143.7% | $2,177+211.2% |
| Participant deferral / active EE | $5,954 | $3,162+88.3% | $3,537+68.4% | $3,514+69.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |