Filed February 15, 2024 (most recent of 2 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 | $134,411 | $51,769+159.6% | $57,356+134.3% | $52,331+156.8% |
| Participation rate | 89.5% | 75.2%+14.3pp | 75.1%+14.4pp | 68.1%+21.4pp |
| Annual return | 1.54% | 2.43%-0.9pp | 24.41%-22.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,840 | $2,335-21.2% | $2,689-31.6% | $1,882-2.2% |
| Participant deferral / active EE | $4,004 | $2,794+43.3% | $3,162+26.6% | $3,022+32.5% |
| Admin fee / account holder | $7 | $295-97.7% | $3,357-99.8% | $592-98.9% |