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 | $220,827 | $84,948+160.0% | $70,476+213.3% | $73,412+200.8% |
| Participation rate | 87.4% | 79.9%+7.5pp | 75.1%+12.4pp | 72.2%+15.3pp |
| Annual return | 13.85% | 13.39%+0.5pp | 109.12%-95.3pp | 59.30%-45.4pp |
| Employer contribution / active EE | $3,698 | $2,834+30.5% | $2,738+35.1% | $2,234+65.6% |
| Participant deferral / active EE | $4,691 | $3,387+38.5% | $3,710+26.4% | $3,806+23.3% |
| Admin fee / account holder | $172 | $98+74.9% | $3,847-95.5% | $158+8.7% |