Filed June 9, 2025
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,959 | $45,000+213.2% | $143,801-2.0% | $77,906+80.9% |
| Participation rate | 76.4% | 66.8%+9.6pp | 80.3%-3.9pp | 73.7%+2.8pp |
| Annual return | -1.54% | 29.03%-30.6pp | -0.04%-1.5pp | 12.16%-13.7pp |
| Employer contribution / active EE | $1,414 | $1,870-24.4% | $4,952-71.5% | $2,846-50.3% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $14,680-100.0% | $133-100.0% |