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 | $130,113 | $49,239+164.2% | $70,462+84.7% | $79,858+62.9% |
| Participation rate | 81.3% | 69.2%+12.1pp | 75.1%+6.3pp | 69.6%+11.7pp |
| Annual return | 11.15% | 30.08%-18.9pp | 109.08%-97.9pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,691 | $2,100-19.5% | $2,737-38.2% | $2,471-31.6% |
| Participant deferral / active EE | $4,469 | $2,769+61.4% | $3,710+20.5% | $3,740+19.5% |
| Admin fee / account holder | $32 | $2,876-98.9% | $3,845-99.2% | $5,306-99.4% |