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 | $64,498 | $60,795+6.1% | $69,483-7.2% | $65,186-1.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 18.63% | 17.46%+1.2pp | 28.99%-10.4pp | 29.39%-10.8pp |
| Employer contribution / active EE | $1,280 | $2,452-47.8% | $2,780-54.0% | $2,177-41.2% |
| Participant deferral / active EE | $3,994 | $3,162+26.3% | $3,537+12.9% | $3,514+13.7% |
| Admin fee / account holder | $158 | $314-49.6% | $3,841-95.9% | $847-81.3% |