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 | $67,506 | $92,091-26.7% | $63,018+7.1% | $77,958-13.4% |
| Participation rate | 97.3% | 74.5%+22.9pp | 74.8%+22.5pp | 71.6%+25.7pp |
| Annual return | 18.21% | 16.23%+2.0pp | 87.63%-69.4pp | 20.87%-2.7pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,761-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $6,841 | $3,361+103.6% | $3,330+105.5% | $3,537+93.4% |
| Admin fee / account holder | $0 | $48-100.0% | $3,601-100.0% | $97-100.0% |