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 | $189,172 | $53,216+255.5% | $155,534+21.6% | $199,960-5.4% |
| Participation rate | 71.0% | 64.1%+6.9pp | 78.2%-7.2pp | 72.0%-1.0pp |
| Annual return | 31.32% | 41.18%-9.9pp | 64.92%-33.6pp | 34.28%-3.0pp |
| Employer contribution / active EE | $1,242 | $1,848-32.8% | $4,675-73.4% | $3,036-59.1% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,900-100.0% | $269-100.0% |