Filed December 24, 2025 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,233 | $86,225+1.2% | $146,643-40.5% | $86,821+0.5% |
| Participation rate | 98.2% | 78.0%+20.2pp | 80.1%+18.1pp | 72.3%+25.9pp |
| Annual return | 92.09% | 31.23%+60.9pp | 22.75%+69.3pp | 97.94%-5.9pp |
| Employer contribution / active EE | $7,714 | $2,392+222.5% | $4,137+86.5% | $2,406+220.6% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |