Filed June 9, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,608 | $50,150+226.2% | $149,723+9.3% | $80,169+104.1% |
| Participation rate | 73.1% | 64.3%+8.8pp | 78.8%-5.7pp | 72.9%+0.1pp |
| Annual return | 22.61% | 29.80%-7.2pp | 134.50%-111.9pp | 40.39%-17.8pp |
| Employer contribution / active EE | $1,096 | $1,868-41.3% | $4,821-77.3% | $2,978-63.2% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $5,682-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,215-100.0% | $145-100.0% |