Filed September 9, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,620 | $61,166-30.3% | $185,849-77.1% | $79,391-46.3% |
| Participation rate | 77.4% | 66.6%+10.7pp | 81.7%-4.3pp | 70.7%+6.7pp |
| Annual return | 35.71% | 19.45%+16.3pp | 122.10%-86.4pp | 116.88%-81.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,958 | $2,789+41.9% | $5,569-28.9% | $4,046-2.2% |
| Admin fee / account holder | $20 | $710-97.2% | $16,244-99.9% | $627-96.8% |