Filed February 8, 2025 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,644 | $121,341-55.0% | $189,520-71.2% | $79,393-31.2% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.8%+9.1pp | 70.7%+26.2pp |
| Annual return | 16.09% | 21.08%-5.0pp | 555.25%-539.2pp | 116.87%-100.8pp |
| Employer contribution / active EE | $3,785 | $3,915-3.3% | $6,161-38.6% | $2,428+55.9% |
| Participant deferral / active EE | $5,454 | $6,395-14.7% | $8,220-33.6% | $4,046+34.8% |
| Admin fee / account holder | $24 | $651-96.3% | $12,046-99.8% | $627-96.2% |