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 | $120,719 | $52,467+130.1% | $57,196+111.1% | $55,167+118.8% |
| Participation rate | 94.5% | 75.8%+18.6pp | 75.3%+19.2pp | 69.0%+25.5pp |
| Annual return | 6.09% | 7.72%-1.6pp | 14.59%-8.5pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,720 | $2,477-30.6% | $2,683-35.9% | $1,963-12.4% |
| Participant deferral / active EE | $3,720 | $2,830+31.4% | $3,096+20.1% | $3,054+21.8% |
| Admin fee / account holder | $3 | $269-98.8% | $3,141-99.9% | $504-99.3% |