Filed November 24, 2025
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,752 | $75,388-6.2% | $123,553-42.7% | $55,727+27.0% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.3%+15.3pp | 70.9%+26.7pp |
| Annual return | -1.84% | 4.48%-6.3pp | 119.21%-121.0pp | 244.94%-246.8pp |
| Employer contribution / active EE | $8,533 | $3,063+178.6% | $4,628+84.4% | $2,078+310.6% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |