Filed January 28, 2026 (most recent of 3 filings on file)
Total covered: 423 employees
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 12.02% | 8.15%+3.9pp | 8.04%+4.0pp | 8.76%+3.3pp |
| Employer contribution / active EE | $95,508 | $60,767+57.2% | $42,693+123.7% | $16,664+473.1% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |