Filed June 5, 2025 (most recent of 3 filings on file)
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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 | $38,129 | $51,769-26.3% | $57,356-33.5% | $52,331-27.1% |
| Participation rate | 98.2% | 75.2%+22.9pp | 75.1%+23.1pp | 68.1%+30.1pp |
| Annual return | 1.97% | 2.43%-0.5pp | 24.41%-22.4pp | 4.54%-2.6pp |
| Employer contribution / active EE | $2,239 | $2,335-4.1% | $2,689-16.7% | $1,882+19.0% |
| Participant deferral / active EE | $2,108 | $2,794-24.5% | $3,162-33.3% | $3,022-30.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |