Filed October 2, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,511 | $63,768+277.2% | $98,483+144.2% | $79,391+202.9% |
| Participation rate | 99.0% | 69.9%+29.2pp | 73.3%+25.7pp | 70.7%+28.3pp |
| Annual return | 15.64% | 626.18%-610.5pp | 1494.38%-1478.7pp | 116.88%-101.2pp |
| Employer contribution / active EE | $5,518 | $2,558+115.7% | $2,961+86.4% | $2,428+127.3% |
| Participant deferral / active EE | $7,977 | $3,305+141.4% | $4,276+86.5% | $4,046+97.2% |
| Admin fee / account holder | $16 | $516-96.8% | $5,953-99.7% | $627-97.4% |