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 | $200,786 | $95,542+110.2% | $69,461+189.1% | $67,579+197.1% |
| Participation rate | 87.4% | 79.4%+8.1pp | 74.6%+12.8pp | 71.3%+16.2pp |
| Annual return | 19.25% | 17.67%+1.6pp | 28.97%-9.7pp | 378.56%-359.3pp |
| Employer contribution / active EE | $3,717 | $2,989+24.4% | $2,779+33.7% | $2,148+73.1% |
| Participant deferral / active EE | $4,926 | $3,263+51.0% | $3,536+39.3% | $3,539+39.2% |
| Admin fee / account holder | $168 | $90+86.5% | $3,840-95.6% | $142+17.7% |