Filed November 24, 2025
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,626 | $82,188+6.6% | $125,401-30.1% | $64,829+35.2% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -3.15% | 3.50%-6.6pp | 572.53%-575.7pp | 32.85%-36.0pp |
| Employer contribution / active EE | $5,346 | $3,617+47.8% | $4,816+11.0% | $2,507+113.2% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,008-100.0% | $188-100.0% |