Filed April 10, 2025
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,782 | $101,672-56.0% | $147,117-69.6% | $74,478-39.9% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 0.00% | 8757.83%-8757.8pp | 420.54%-420.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $27,801 | $3,813+629.1% | $4,932+463.6% | $2,626+958.6% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |