Filed September 9, 2025
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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 | $27,552 | $55,453-50.3% | $170,435-83.8% | $62,293-55.8% |
| Participation rate | 75.6% | 66.4%+9.3pp | 83.6%-8.0pp | 69.5%+6.1pp |
| Annual return | 14.65% | 21.38%-6.7pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,685 | $2,303+16.6% | $4,939-45.6% | $3,169-15.3% |
| Admin fee / account holder | $25 | $455-94.6% | $13,881-99.8% | $479-94.8% |