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 | $98,674 | $60,795+62.3% | $69,464+42.1% | $65,185+51.4% |
| Participation rate | 98.7% | 74.9%+23.8pp | 74.6%+24.1pp | 70.2%+28.5pp |
| Annual return | 17.85% | 17.46%+0.4pp | 28.98%-11.1pp | 29.38%-11.5pp |
| Employer contribution / active EE | $5,540 | $2,452+125.9% | $2,779+99.3% | $2,177+154.5% |
| Participant deferral / active EE | $4,110 | $3,162+30.0% | $3,536+16.2% | $3,514+16.9% |
| Admin fee / account holder | $142 | $314-54.7% | $3,840-96.3% | $847-83.2% |