Filed July 17, 2025 (most recent of 5 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 | $133,616 | $51,769+158.1% | $57,349+133.0% | $52,331+155.3% |
| Participation rate | 98.5% | 75.2%+23.3pp | 75.1%+23.4pp | 68.1%+30.4pp |
| Annual return | 2.04% | 2.43%-0.4pp | 24.40%-22.4pp | 4.54%-2.5pp |
| Employer contribution / active EE | $6,344 | $2,335+171.7% | $2,689+135.9% | $1,882+237.1% |
| Participant deferral / active EE | $5,149 | $2,794+84.3% | $3,162+62.8% | $3,022+70.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |