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 | $62,401 | $52,467+18.9% | $57,196+9.1% | $55,167+13.1% |
| Participation rate | 65.8% | 75.8%-10.1pp | 75.3%-9.6pp | 69.0%-3.2pp |
| Annual return | 6.90% | 7.72%-0.8pp | 14.59%-7.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $3,343 | $2,477+35.0% | $2,683+24.6% | $1,963+70.3% |
| Participant deferral / active EE | $2,434 | $2,830-14.0% | $3,096-21.4% | $3,054-20.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |