Filed July 1, 2025 (most recent of 2 filings on file)
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,545 | $52,467+53.5% | $57,196+40.8% | $55,167+46.0% |
| Participation rate | 91.4% | 75.8%+15.5pp | 75.3%+16.1pp | 69.0%+22.4pp |
| Annual return | 6.22% | 7.72%-1.5pp | 14.59%-8.4pp | 169.23%-163.0pp |
| Employer contribution / active EE | $4,822 | $2,477+94.7% | $2,683+79.7% | $1,963+145.7% |
| Participant deferral / active EE | $3,669 | $2,830+29.6% | $3,096+18.5% | $3,054+20.1% |
| Admin fee / account holder | $93 | $269-65.3% | $3,141-97.0% | $504-81.5% |