Filed November 17, 2025
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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 | $40,387 | $67,166-39.9% | $57,356-29.6% | $55,191-26.8% |
| Participation rate | 97.5% | 77.7%+19.8pp | 75.1%+22.5pp | 69.2%+28.4pp |
| Annual return | 3.08% | 4.22%-1.1pp | 24.41%-21.3pp | 10.78%-7.7pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,192 | $2,835+12.6% | $3,162+1.0% | $3,046+4.8% |
| Admin fee / account holder | $79 | $44+81.4% | $3,357-97.6% | $91-13.0% |