Filed November 2, 2023 (most recent of 4 filings on file)
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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 | $40,852 | $51,769-21.1% | $57,356-28.8% | $52,331-21.9% |
| Participation rate | 91.6% | 75.2%+16.3pp | 75.1%+16.5pp | 68.1%+23.5pp |
| Annual return | 1.34% | 2.43%-1.1pp | 24.41%-23.1pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,835 | $2,335-21.4% | $2,689-31.7% | $1,882-2.5% |
| Participant deferral / active EE | $2,561 | $2,794-8.4% | $3,162-19.0% | $3,022-15.3% |
| Admin fee / account holder | $4 | $295-98.7% | $3,357-99.9% | $592-99.4% |