Filed July 7, 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 | $98,229 | $52,467+87.2% | $57,196+71.7% | $55,167+78.1% |
| Participation rate | 98.0% | 75.8%+22.2pp | 75.3%+22.7pp | 69.0%+29.0pp |
| Annual return | 7.21% | 7.72%-0.5pp | 14.59%-7.4pp | 169.23%-162.0pp |
| Employer contribution / active EE | $7,771 | $2,477+213.7% | $2,683+189.7% | $1,963+296.0% |
| Participant deferral / active EE | $2,156 | $2,830-23.8% | $3,096-30.4% | $3,054-29.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |