Filed October 14, 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 | $69,105 | $44,873+54.0% | $79,466-13.0% | $56,287+22.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -5.66% | 0.81%-6.5pp | 718.28%-723.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $5,631 | $2,140+163.1% | $2,800+101.1% | $2,111+166.7% |
| Participant deferral / active EE | $5,317 | $2,746+93.6% | $3,704+43.6% | $3,350+58.7% |
| Admin fee / account holder | $76 | $418-81.9% | $5,104-98.5% | $521-85.5% |