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 | $245,593 | $66,601+268.8% | $92,909+164.3% | $67,579+263.4% |
| Participation rate | 98.4% | 72.5%+25.9pp | 76.0%+22.3pp | 71.3%+27.1pp |
| Annual return | 155.17% | 92.58%+62.6pp | 109.44%+45.7pp | 378.56%-223.4pp |
| Employer contribution / active EE | $1,801 | $2,775-35.1% | $3,653-50.7% | $2,148-16.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |