Filed February 25, 2026 (most recent of 2 filings on file)
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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 | $154,205 | $68,408+125.4% | $57,196+169.6% | $57,658+167.4% |
| Participation rate | 87.0% | 79.1%+7.9pp | 75.3%+11.7pp | 70.2%+16.8pp |
| Annual return | 7.69% | 8.51%-0.8pp | 14.59%-6.9pp | 5.13%+2.6pp |
| Employer contribution / active EE | $4,614 | $2,869+60.8% | $2,683+72.0% | $1,974+133.8% |
| Participant deferral / active EE | $4,506 | $2,903+55.2% | $3,096+45.5% | $3,061+47.2% |
| Admin fee / account holder | $136 | $70+94.7% | $3,141-95.7% | $95+43.5% |