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 | $120,596 | $60,989+97.7% | $60,899+98.0% | $66,930+80.2% |
| Participation rate | 98.7% | 74.5%+24.3pp | 73.1%+25.6pp | 69.8%+28.9pp |
| Annual return | -9.91% | -9.60%-0.3pp | 16.92%-26.8pp | 1.57%-11.5pp |
| Employer contribution / active EE | $5,837 | $2,661+119.4% | $2,702+116.0% | $2,545+129.3% |
| Participant deferral / active EE | $7,653 | $3,615+111.7% | $3,817+100.5% | $4,238+80.6% |
| Admin fee / account holder | $201 | $338-40.7% | $3,225-93.8% | $593-66.2% |