Filed September 8, 2023 (most recent of 2 filings on file)
Total covered: 7 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 | $88,448 | $57,096+54.9% | $94,229-6.1% | $55,191+60.3% |
| Participation rate | 98.2% | 75.7%+22.5pp | 78.8%+19.4pp | 69.2%+29.0pp |
| Annual return | 0.72% | 159.65%-158.9pp | 10.68%-10.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,045 | $1,708+19.8% | $3,587-43.0% | $1,899+7.7% |
| Participant deferral / active EE | $2,903 | $3,165-8.3% | $4,320-32.8% | $3,046-4.7% |
| Admin fee / account holder | $16 | $89-81.8% | $6,269-99.7% | $91-82.1% |