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 | $88,009 | $107,378-18.0% | $108,582-18.9% | $57,658+52.6% |
| Participation rate | 97.5% | 77.1%+20.4pp | 79.6%+17.9pp | 70.2%+27.3pp |
| Annual return | 6.67% | 12.80%-6.1pp | -51.70%+58.4pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,923 | $1,782+7.9% | $3,758-48.8% | $1,974-2.6% |
| Participant deferral / active EE | $2,920 | $3,221-9.3% | $4,311-32.3% | $3,061-4.6% |
| Admin fee / account holder | $21 | $108-80.7% | $7,645-99.7% | $95-77.8% |