Filed April 4, 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 | $170,424 | $67,166+153.7% | $57,349+197.2% | $55,191+208.8% |
| Participation rate | 97.4% | 77.7%+19.7pp | 75.1%+22.3pp | 69.2%+28.2pp |
| Annual return | 2.02% | 4.22%-2.2pp | 24.40%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $5,276 | $2,812+87.6% | $2,689+96.2% | $1,899+177.9% |
| Participant deferral / active EE | $4,753 | $2,835+67.7% | $3,162+50.3% | $3,046+56.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |