Filed September 4, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,846 | $80,731-13.5% | $103,374-32.4% | $74,546-6.3% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 231.42% | 27.56%+203.9pp | 24.89%+206.5pp | 1366.03%-1134.6pp |
| Employer contribution / active EE | $11,914 | $3,158+277.3% | $3,869+207.9% | $2,624+354.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |