Filed February 9, 2026
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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 | $16,556 | $58,234-71.6% | $81,783-79.8% | $80,874-79.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.61% | 41.70%-29.1pp | 775.05%-762.4pp | 35.62%-23.0pp |
| Employer contribution / active EE | $2,172 | $2,341-7.2% | $2,913-25.4% | $2,756-21.2% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |