Filed September 15, 2025 (most recent of 4 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 | $118,965 | $43,344+174.5% | $59,899+98.6% | $64,173+85.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 47.61% | -1.55%+49.2pp | 3.46%+44.1pp | 7.63%+40.0pp |
| Employer contribution / active EE | $12,650 | $2,030+523.3% | $2,723+364.6% | $2,381+431.3% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12 | $3,008-99.6% | $3,592-99.7% | $4,887-99.8% |