Filed January 27, 2026
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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 | $55,358 | $52,467+5.5% | $57,196-3.2% | $55,167+0.3% |
| Participation rate | 97.6% | 75.8%+21.7pp | 75.3%+22.3pp | 69.0%+28.6pp |
| Annual return | 6.74% | 7.72%-1.0pp | 14.59%-7.9pp | 169.23%-162.5pp |
| Employer contribution / active EE | $868 | $2,477-64.9% | $2,683-67.6% | $1,963-55.8% |
| Participant deferral / active EE | $2,626 | $2,830-7.2% | $3,096-15.2% | $3,054-14.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |