Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,941 | $78,529+203.0% | $105,591+125.3% | $74,400+219.8% |
| Participation rate | 97.0% | 72.8%+24.2pp | 75.3%+21.7pp | 67.2%+29.8pp |
| Annual return | 15.42% | 15.94%-0.5pp | 116.43%-101.0pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $5,582 | $2,522+121.3% | $3,166+76.3% | $2,624+112.7% |
| Participant deferral / active EE | $9,993 | $4,321+131.3% | $5,008+99.5% | $4,348+129.8% |
| Admin fee / account holder | $0 | $2,216-100.0% | $11,024-100.0% | $1,944-100.0% |