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 | $87,654 | $85,435+2.6% | $75,717+15.8% | - |
| Participation rate | 98.0% | 79.0%+18.9pp | 74.8%+23.1pp | - |
| Annual return | 26.64% | 14.16%+12.5pp | 104.58%-77.9pp | - |
| Employer contribution / active EE | $2,292 | $2,146+6.8% | $2,743-16.4% | - |
| Participant deferral / active EE | $3,765 | $3,526+6.8% | $3,821-1.4% | - |
| Admin fee / account holder | $0 | $3,220-100.0% | $3,619-100.0% | - |