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 | $53,254+255.2% | $155,574+21.6% | $199,921-5.4% |
| Participation rate | 71.0% | 64.1%+6.8pp | 78.2%-7.2pp | 72.0%-1.0pp |
| Annual return | 31.32% | 41.18%-9.9pp | 64.87%-33.5pp | 34.28%-3.0pp |
| Employer contribution / active EE | $1,242 | $1,848-32.8% | $4,676-73.4% | $3,035-59.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,914-100.0% | $269-100.0% |