Filed November 24, 2025
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,859 | $100,801+3.0% | $149,751-30.6% | $73,415+41.5% |
| Participation rate | 96.5% | 77.7%+18.8pp | 82.5%+14.0pp | 72.2%+24.3pp |
| Annual return | 38.60% | 265.34%-226.7pp | 276.71%-238.1pp | 59.30%-20.7pp |
| Employer contribution / active EE | $7,458 | $3,312+125.2% | $4,646+60.5% | $2,234+233.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |