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 | $110,035 | $69,159+59.1% | $125,195-12.1% | $67,582+62.8% |
| Participation rate | 95.7% | 78.2%+17.4pp | 79.8%+15.9pp | 71.3%+24.4pp |
| Annual return | 23.50% | 27.12%-3.6pp | 43.79%-20.3pp | 378.57%-355.1pp |
| Employer contribution / active EE | $3,314 | $2,023+63.8% | $3,866-14.3% | $2,148+54.3% |
| Participant deferral / active EE | $3,753 | $3,700+1.4% | $4,937-24.0% | $3,539+6.0% |
| Admin fee / account holder | $56 | $142-60.5% | $9,704-99.4% | $142-60.6% |