Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,941 | $78,636+202.6% | $105,607+125.3% | $74,459+219.6% |
| Participation rate | 97.0% | 72.8%+24.2pp | 75.3%+21.7pp | 67.2%+29.8pp |
| Annual return | 15.42% | 15.96%-0.5pp | 116.11%-100.7pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $5,582 | $2,523+121.2% | $3,167+76.3% | $2,626+112.6% |
| Participant deferral / active EE | $9,993 | $4,322+131.2% | $5,011+99.4% | $4,350+129.8% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,958-100.0% | $1,945-100.0% |