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 | $237,941 | $78,607+202.7% | $105,624+125.3% | $74,478+219.5% |
| Participation rate | 97.0% | 72.8%+24.2pp | 75.3%+21.7pp | 67.2%+29.8pp |
| Annual return | 15.42% | 15.96%-0.5pp | 116.20%-100.8pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $5,582 | $2,523+121.2% | $3,168+76.2% | $2,626+112.6% |
| Participant deferral / active EE | $9,993 | $4,325+131.1% | $5,013+99.4% | $4,350+129.7% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |