Filed August 22, 2025 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,563 | $51,769+18.9% | $57,356+7.3% | $52,331+17.6% |
| Participation rate | 61.3% | 75.2%-13.9pp | 75.1%-13.8pp | 68.1%-6.8pp |
| Annual return | 1.91% | 2.43%-0.5pp | 24.41%-22.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $3,260 | $2,335+39.6% | $2,689+21.2% | $1,882+73.2% |
| Participant deferral / active EE | $2,216 | $2,794-20.7% | $3,162-29.9% | $3,022-26.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |