Filed September 15, 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 | $61,593 | $51,769+19.0% | $57,347+7.4% | $52,331+17.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.59% | 2.43%+0.2pp | 24.40%-21.8pp | 4.54%-2.0pp |
| Employer contribution / active EE | $6,895 | $2,335+195.3% | $2,689+156.4% | $1,882+266.4% |
| Participant deferral / active EE | $4,685 | $2,794+67.7% | $3,162+48.2% | $3,022+55.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |