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 | $86,411 | $71,142+21.5% | $119,634-27.8% | $64,824+33.3% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+18.9pp | 71.5%+26.7pp |
| Annual return | 31.49% | -10.01%+41.5pp | -14.98%+46.5pp | 32.84%-1.4pp |
| Employer contribution / active EE | $6,162 | $2,497+146.7% | $4,232+45.6% | $2,507+145.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,329-100.0% | $188-100.0% |