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 | $245,497 | $158,120+55.3% | $68,509+258.3% | $69,651+252.5% |
| Participation rate | 85.8% | 88.0%-2.2pp | 74.7%+11.1pp | 66.6%+19.2pp |
| Annual return | 4.09% | 3.41%+0.7pp | 8.27%-4.2pp | 53.77%-49.7pp |
| Employer contribution / active EE | $12,749 | $5,427+134.9% | $2,278+459.7% | $2,241+469.0% |
| Participant deferral / active EE | $13,101 | $7,897+65.9% | $3,382+287.3% | $3,635+260.4% |
| Admin fee / account holder | $0 | $74-100.0% | $5,275-100.0% | $63-100.0% |