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 | $20,647 | $49,236-58.1% | $70,455-70.7% | $79,860-74.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.91% | 30.07%-15.2pp | 109.06%-94.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $3,421 | $2,100+62.9% | $2,737+25.0% | $2,471+38.5% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,877-100.0% | $3,845-100.0% | $5,306-100.0% |