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 | $80,763-13.5% | $102,412-31.8% | $74,459-6.2% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.2pp |
| Annual return | 231.42% | 27.57%+203.9pp | 24.94%+206.5pp | 1369.70%-1138.3pp |
| Employer contribution / active EE | $11,914 | $3,160+277.0% | $3,870+207.9% | $2,626+353.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |