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 | $106,164-3.0% | $147,041-30.0% | $77,692+32.6% |
| Participation rate | 97.5% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 29.37% | 56.81%-27.4pp | 419.21%-389.8pp | 31.25%-1.9pp |
| Employer contribution / active EE | $4,291 | $4,066+5.5% | $4,935-13.0% | $2,726+57.4% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |