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 | $213,403 | $72,639+193.8% | $90,767+135.1% | $66,954+218.7% |
| Participation rate | 98.2% | 73.7%+24.5pp | 75.7%+22.5pp | 69.8%+28.3pp |
| Annual return | -8.18% | -12.28%+4.1pp | -12.16%+4.0pp | 1.57%-9.7pp |
| Employer contribution / active EE | $5,239 | $2,369+121.1% | $2,922+79.3% | $2,545+105.8% |
| Participant deferral / active EE | $8,849 | $3,979+122.4% | $4,565+93.8% | $4,239+108.7% |
| Admin fee / account holder | $0 | $708-100.0% | $8,445-100.0% | $594-100.0% |