Filed November 24, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,988 | $106,230-3.1% | $147,080-30.0% | $77,736+32.5% |
| Participation rate | 97.5% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 29.37% | 56.91%-27.5pp | 420.17%-390.8pp | 31.26%-1.9pp |
| Employer contribution / active EE | $4,291 | $4,072+5.4% | $4,933-13.0% | $2,728+57.3% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |