Filed July 16, 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 | $219,507 | $78,705+178.9% | $117,857+86.2% | $70,131+213.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 31.06% | 23.30%+7.8pp | 335.09%-304.0pp | 73.14%-42.1pp |
| Employer contribution / active EE | $13,830 | $2,223+522.0% | $3,786+265.3% | $2,342+490.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |