Filed January 27, 2026 (most recent of 3 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,515 | $83,369+42.2% | $105,223+12.6% | $67,986+74.3% |
| Participation rate | 85.8% | 56.3%+29.6pp | 75.0%+10.8pp | 57.2%+28.6pp |
| Annual return | 0.00% | 24.64%-24.6pp | 180.65%-180.6pp | 31.67%-31.7pp |
| Employer contribution / active EE | $26,549 | $2,541+945.0% | $3,689+619.8% | $2,019+1215.2% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |