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 | $87,626 | $82,163+6.6% | $125,381-30.1% | $64,819+35.2% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -3.15% | 3.49%-6.6pp | 572.31%-575.5pp | 32.84%-36.0pp |
| Employer contribution / active EE | $5,346 | $3,616+47.8% | $4,815+11.0% | $2,507+113.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |