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 | $183,087 | $53,412+242.8% | $68,509+167.2% | $52,331+249.9% |
| Participation rate | 95.6% | 71.7%+23.9pp | 74.7%+20.9pp | 68.1%+27.5pp |
| Annual return | 8.88% | 3.42%+5.5pp | 8.27%+0.6pp | 4.54%+4.3pp |
| Employer contribution / active EE | $4,709 | $1,607+193.0% | $2,278+106.7% | $1,882+150.2% |
| Participant deferral / active EE | $7,943 | $2,688+195.5% | $3,382+134.8% | $3,022+162.8% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |