Filed October 14, 2025 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,123 | $66,124+56.0% | $90,440+14.0% | $73,493+40.3% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.33% | 17.65%-2.3pp | 1294.38%-1279.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $5,747 | $2,346+144.9% | $3,263+76.1% | $2,270+153.2% |
| Participant deferral / active EE | $5,310 | $3,039+74.7% | $3,964+34.0% | $3,740+42.0% |
| Admin fee / account holder | $201 | $396-49.2% | $5,615-96.4% | $513-60.8% |