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 | $23,909 | $46,534-48.6% | $64,097-62.7% | $75,177-68.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.84% | 26.07%-10.2pp | 33.75%-17.9pp | 160.75%-144.9pp |
| Employer contribution / active EE | $3,699 | $1,976+87.2% | $2,750+34.5% | $2,671+38.5% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |