Filed May 9, 2025 (most recent of 23 filings on file)
Total covered: 33 employees
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,073 | $69,383-55.2% | $101,275-69.3% | $73,497-57.7% |
| Participation rate | 93.7% | 68.4%+25.3pp | 75.8%+17.9pp | 70.7%+23.0pp |
| Annual return | 15.20% | 18.46%-3.3pp | 46.48%-31.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $742 | $2,628-71.8% | $3,660-79.7% | $2,270-67.3% |
| Participant deferral / active EE | $4,900 | $3,301+48.5% | $4,371+12.1% | $3,740+31.0% |
| Admin fee / account holder | $36 | $704-94.8% | $5,948-99.4% | $513-92.9% |