Filed October 10, 2025 (most recent of 10 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | 111.31% | -10.37%+121.7pp | -38.86%+150.2pp | 2.77%+108.5pp |
| Employer contribution / active EE | $4,615 | $8,700-46.9% | $37,752-87.8% | $15,262-69.8% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |