Filed March 6, 2025
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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 | $104,837 | $55,002+90.6% | $59,887+75.1% | $56,287+86.3% |
| Participation rate | 98.7% | 75.9%+22.8pp | 74.7%+24.0pp | 69.9%+28.9pp |
| Annual return | 8.25% | 1.13%+7.1pp | 3.46%+4.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $6,396 | $2,448+161.3% | $2,722+135.0% | $2,111+203.0% |
| Participant deferral / active EE | $8,332 | $3,121+167.0% | $3,402+144.9% | $3,350+148.7% |
| Admin fee / account holder | $105 | $236-55.5% | $3,591-97.1% | $521-79.9% |