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 | $220,927 | $63,314+248.9% | $91,004+142.8% | $62,293+254.7% |
| Participation rate | 97.1% | 73.3%+23.8pp | 75.6%+21.5pp | 69.5%+27.6pp |
| Annual return | 18.01% | 21.00%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $5,360 | $1,807+196.6% | $2,456+118.3% | $2,042+162.5% |
| Participant deferral / active EE | $8,947 | $2,944+204.0% | $3,548+152.2% | $3,169+182.3% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |