Filed September 12, 2025
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,893 | $40,275-73.0% | $57,356-81.0% | $59,633-81.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.20% | 27.52%-25.3pp | 24.41%-22.2pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $2,328 | $1,921+21.2% | $2,689-13.4% | $2,203+5.7% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |