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 | $247,219 | $70,917+248.6% | $98,920+149.9% | $73,501+236.3% |
| Participation rate | 91.9% | 73.8%+18.1pp | 76.0%+15.9pp | 70.7%+21.2pp |
| Annual return | 12.03% | 34.18%-22.2pp | 196.47%-184.4pp | 28.51%-16.5pp |
| Employer contribution / active EE | $5,213 | $2,037+155.9% | $2,689+93.8% | $2,270+129.6% |
| Participant deferral / active EE | $8,682 | $3,501+148.0% | $4,245+104.5% | $3,740+132.1% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |