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 | $138,815 | $52,467+164.6% | $57,196+142.7% | $55,167+151.6% |
| Participation rate | 98.5% | 75.8%+22.6pp | 75.3%+23.1pp | 69.0%+29.5pp |
| Annual return | 7.68% | 7.72%0pp | 14.59%-6.9pp | 169.23%-161.5pp |
| Employer contribution / active EE | $6,659 | $2,477+168.8% | $2,683+148.2% | $1,963+239.3% |
| Participant deferral / active EE | $5,641 | $2,830+99.3% | $3,096+82.2% | $3,054+84.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |