Filed June 9, 2025
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,172 | $53,204+255.6% | $155,556+21.6% | $200,096-5.5% |
| Participation rate | 71.0% | 64.1%+6.9pp | 78.2%-7.2pp | 72.0%-1.0pp |
| Annual return | 31.32% | 41.02%-9.7pp | 64.84%-33.5pp | 34.26%-2.9pp |
| Employer contribution / active EE | $1,242 | $1,850-32.8% | $4,675-73.4% | $3,038-59.1% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,885-100.0% | $269-100.0% |