Filed July 1, 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 | $84,434 | $45,551+85.4% | $59,899+41.0% | - |
| Participation rate | 91.6% | 69.1%+22.5pp | 74.7%+16.9pp | - |
| Annual return | -3.87% | 11.07%-14.9pp | 3.46%-7.3pp | - |
| Employer contribution / active EE | $5,010 | $2,465+103.2% | $2,723+84.0% | - |
| Participant deferral / active EE | $3,965 | $2,507+58.1% | $3,402+16.5% | - |
| Admin fee / account holder | $68 | $6,446-98.9% | $3,592-98.1% | - |