Filed December 1, 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 | $94,039 | $74,552+26.1% | $63,003+49.3% | $69,631+35.1% |
| Participation rate | 70.5% | 78.3%-7.7pp | 74.8%-4.3pp | 70.7%-0.1pp |
| Annual return | 13.44% | 15.77%-2.3pp | 87.59%-74.1pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $2,789 | $2,929-4.8% | $2,760+1.0% | $2,032+37.3% |
| Participant deferral / active EE | $2,793 | $2,974-6.1% | $3,329-16.1% | $3,224-13.4% |
| Admin fee / account holder | $229 | $59+286.0% | $3,600-93.6% | $110+107.7% |