Filed December 6, 2022
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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 | $57,220 | $51,769+10.5% | $57,356-0.2% | $52,331+9.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 75.1%-2.4pp | 68.1%+4.6pp |
| Annual return | 3.49% | 2.43%+1.1pp | 24.41%-20.9pp | 4.54%-1.1pp |
| Employer contribution / active EE | $3,369 | $2,335+44.3% | $2,689+25.3% | $1,882+79.1% |
| Participant deferral / active EE | $2,498 | $2,794-10.6% | $3,162-21.0% | $3,022-17.4% |
| Admin fee / account holder | $2 | $295-99.4% | $3,357-99.9% | $592-99.7% |