Filed April 3, 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 | $67,929 | $67,166+1.1% | $57,357+18.4% | $55,191+23.1% |
| Participation rate | 99.2% | 77.7%+21.5pp | 75.1%+24.2pp | 69.2%+30.1pp |
| Annual return | 5.64% | 4.22%+1.4pp | 24.41%-18.8pp | 10.78%-5.1pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,120 | $2,835+186.4% | $3,162+156.8% | $3,046+166.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |