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 | $104,420 | $71,666+45.7% | $117,861-11.4% | $69,631+50.0% |
| Participation rate | 96.6% | 77.5%+19.1pp | 79.7%+16.9pp | 70.7%+25.9pp |
| Annual return | 18.10% | 18.86%-0.8pp | 335.11%-317.0pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $3,189 | $1,889+68.8% | $3,786-15.8% | $2,032+56.9% |
| Participant deferral / active EE | $3,144 | $3,340-5.8% | $4,482-29.8% | $3,224-2.5% |
| Admin fee / account holder | $26 | $120-78.4% | $8,021-99.7% | $110-76.5% |