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 | $80,272 | $51,620+55.5% | $90,304-11.1% | $65,185+23.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 20.94% | 24.94%-4.0pp | 78.13%-57.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $5,771 | $2,235+158.3% | $2,855+102.1% | $2,177+165.1% |
| Participant deferral / active EE | $5,354 | $2,871+86.5% | $3,885+37.8% | $3,514+52.3% |
| Admin fee / account holder | $132 | $384-65.6% | $5,354-97.5% | $847-84.4% |