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 | $78,562+202.9% | $105,608+125.3% | $74,429+219.7% |
| Participation rate | 97.0% | 72.8%+24.2pp | 75.3%+21.7pp | 67.2%+29.8pp |
| Annual return | 15.42% | 15.94%-0.5pp | 116.50%-101.1pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $5,582 | $2,521+121.4% | $3,167+76.3% | $2,625+112.7% |
| Participant deferral / active EE | $9,993 | $4,321+131.3% | $5,010+99.5% | $4,348+129.8% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |