Filed November 24, 2025
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,988 | $106,264-3.1% | $147,117-30.0% | $77,762+32.4% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 29.37% | 56.94%-27.6pp | 420.54%-391.2pp | 31.27%-1.9pp |
| Employer contribution / active EE | $4,291 | $4,074+5.3% | $4,932-13.0% | $2,728+57.3% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |