Filed May 19, 2025
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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 | $44,414 | $52,467-15.3% | $57,196-22.3% | $55,167-19.5% |
| Participation rate | 83.5% | 75.8%+7.6pp | 75.3%+8.2pp | 69.0%+14.5pp |
| Annual return | 30.73% | 7.72%+23.0pp | 14.59%+16.1pp | 169.23%-138.5pp |
| Employer contribution / active EE | $1,667 | $2,477-32.7% | $2,683-37.9% | $1,963-15.1% |
| Participant deferral / active EE | $1,667 | $2,830-41.1% | $3,096-46.2% | $3,054-45.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |