Filed January 22, 2026 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $78,363 | $51,769+51.4% | $57,356+36.6% | $52,331+49.7% |
| Participation rate | 97.9% | 75.2%+22.7pp | 75.1%+22.8pp | 68.1%+29.8pp |
| Annual return | 1.72% | 2.43%-0.7pp | 24.41%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $9,270 | $2,794+231.8% | $3,162+193.2% | $3,022+206.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |