Filed April 3, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,888 | $45,000+77.5% | $143,801-44.4% | $77,906+2.5% |
| Participation rate | 91.0% | 66.8%+24.1pp | 80.3%+10.6pp | 73.7%+17.3pp |
| Annual return | -15.13% | 29.03%-44.2pp | -0.04%-15.1pp | 12.16%-27.3pp |
| Employer contribution / active EE | $7,564 | $1,870+304.6% | $4,952+52.7% | $2,846+165.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $14,680-100.0% | $133-100.0% |