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 | $120,247 | $60,545+98.6% | $92,240+30.4% | $69,634+72.7% |
| Participation rate | 98.3% | 72.2%+26.1pp | 76.5%+21.8pp | 70.7%+27.6pp |
| Annual return | 28.85% | 19.71%+9.1pp | 176.29%-147.4pp | 27572.26%-27543.4pp |
| Employer contribution / active EE | $1,975 | $2,633-25.0% | $3,680-46.3% | $2,032-2.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |