Filed June 9, 2025
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,608 | $50,169+226.1% | $149,740+9.3% | $80,187+104.0% |
| Participation rate | 73.1% | 64.3%+8.8pp | 78.8%-5.7pp | 72.9%+0.1pp |
| Annual return | 22.61% | 29.82%-7.2pp | 134.51%-111.9pp | 40.40%-17.8pp |
| Employer contribution / active EE | $1,096 | $1,869-41.4% | $4,821-77.3% | $2,980-63.2% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,222-100.0% | $145-100.0% |