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 | $219,522 | $63,114+247.8% | $92,909+136.3% | $65,185+236.8% |
| Participation rate | 98.3% | 68.8%+29.5pp | 76.0%+22.3pp | 70.2%+28.1pp |
| Annual return | 22.54% | 28.75%-6.2pp | 109.44%-86.9pp | 29.38%-6.8pp |
| Employer contribution / active EE | $8,630 | $2,571+235.7% | $3,653+136.2% | $2,177+296.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |