Filed November 24, 2025
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,821 | $155,795-52.0% | $136,298-45.1% | $69,634+7.4% |
| Participation rate | 97.2% | 75.2%+21.9pp | 81.9%+15.2pp | 70.7%+26.5pp |
| Annual return | 1270.60% | 232464.33%-231193.7pp | 5156.27%-3885.7pp | 27572.26%-26301.7pp |
| Employer contribution / active EE | $8,994 | $2,991+200.7% | $4,696+91.5% | $2,032+342.6% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |