Filed April 3, 2026 (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 | $101,825 | $57,921+75.8% | $84,753+20.1% | $57,661+76.6% |
| Participation rate | 99.3% | 72.9%+26.4pp | 76.6%+22.7pp | 70.2%+29.1pp |
| Annual return | 497.13% | 10.24%+486.9pp | 22.78%+474.3pp | 5.13%+492.0pp |
| Employer contribution / active EE | $1,984 | $2,598-23.7% | $3,574-44.5% | $1,974+0.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |