Filed January 22, 2026 (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 | $85,552 | $57,976+47.6% | $63,018+35.8% | $62,293+37.3% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 14.24% | 17.54%-3.3pp | 87.62%-73.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,463 | $2,956+186.3% | $3,330+154.2% | $3,169+167.0% |
| Admin fee / account holder | $13 | $276-95.4% | $3,601-99.7% | $479-97.4% |