Filed December 3, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,992 | $50,464+219.0% | $75,784+112.4% | $52,331+207.6% |
| Participation rate | 99.4% | 66.8%+32.6pp | 75.8%+23.6pp | 68.1%+31.3pp |
| Annual return | 10.09% | 1.03%+9.1pp | 9.68%+0.4pp | 4.54%+5.5pp |
| Employer contribution / active EE | $7,278 | $1,988+266.0% | $3,323+119.0% | $1,882+286.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |