Filed May 9, 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 | $69,395 | $60,795+14.1% | $69,464-0.1% | $65,185+6.5% |
| Participation rate | 98.0% | 74.9%+23.1pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 5.82% | 17.46%-11.6pp | 28.98%-23.2pp | 29.38%-23.6pp |
| Employer contribution / active EE | $1,880 | $2,452-23.3% | $2,779-32.4% | $2,177-13.6% |
| Participant deferral / active EE | $3,416 | $3,162+8.0% | $3,536-3.4% | $3,514-2.8% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |