Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 16.85% | 16.32%+0.5pp | 10.53%+6.3pp | 16.32%+0.5pp |
| Employer contribution / active EE | $39,300 | $12,766+207.8% | $29,360+33.9% | $12,766+207.8% |
| Participant deferral / active EE | $0 | $800-100.0% | $54-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |