Filed February 13, 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 | $121,054 | $51,769+133.8% | $57,356+111.1% | $52,331+131.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.08% | 2.43%-0.3pp | 24.41%-22.3pp | 4.54%-2.5pp |
| Employer contribution / active EE | $6,623 | $2,335+183.6% | $2,689+146.3% | $1,882+251.9% |
| Participant deferral / active EE | $5,369 | $2,794+92.2% | $3,162+69.8% | $3,022+77.7% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |