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 | $222,483 | $66,319+235.5% | $93,621+137.6% | $65,188+241.3% |
| Participation rate | 94.8% | 74.0%+20.8pp | 75.8%+19.0pp | 70.2%+24.6pp |
| Annual return | 18.77% | 42.59%-23.8pp | 32.76%-14.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $5,387 | $2,013+167.7% | $2,719+98.2% | $2,177+147.5% |
| Participant deferral / active EE | $9,090 | $3,343+171.9% | $4,070+123.4% | $3,514+158.7% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |