Filed December 18, 2025 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,736 | $52,467+67.2% | $57,196+53.4% | $55,167+59.0% |
| Participation rate | 99.1% | 75.8%+23.2pp | 75.3%+23.7pp | 69.0%+30.1pp |
| Annual return | 0.52% | 7.72%-7.2pp | 14.59%-14.1pp | 169.23%-168.7pp |
| Employer contribution / active EE | $6,639 | $2,477+168.0% | $2,683+147.5% | $1,963+238.3% |
| Participant deferral / active EE | $6,099 | $2,830+115.5% | $3,096+97.0% | $3,054+99.7% |
| Admin fee / account holder | $8 | $269-96.9% | $3,141-99.7% | $504-98.4% |