Filed May 9, 2025 (most recent of 23 filings on file)
Total covered: 33 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,311 | $77,677-49.4% | $109,173-64.0% | $79,391-50.5% |
| Participation rate | 94.8% | 67.8%+27.0pp | 75.9%+18.9pp | 70.7%+24.1pp |
| Annual return | 13.08% | 23.44%-10.4pp | 25.75%-12.7pp | 116.88%-103.8pp |
| Employer contribution / active EE | $797 | $2,798-71.5% | $3,723-78.6% | $2,428-67.2% |
| Participant deferral / active EE | $5,432 | $3,517+54.4% | $4,654+16.7% | $4,046+34.3% |
| Admin fee / account holder | $37 | $732-94.9% | $6,755-99.4% | $627-94.0% |