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 | $80,748-13.5% | $102,383-31.8% | $74,429-6.2% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 231.42% | 27.57%+203.9pp | 24.94%+206.5pp | 1368.38%-1137.0pp |
| Employer contribution / active EE | $11,914 | $3,159+277.1% | $3,870+207.8% | $2,625+353.9% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |