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 | $136,348 | $57,976+135.2% | $63,018+116.4% | $62,293+118.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.22% | 17.54%-2.3pp | 87.62%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $7,049 | $2,415+191.9% | $2,761+155.3% | $2,042+245.1% |
| Participant deferral / active EE | $5,296 | $2,956+79.2% | $3,330+59.1% | $3,169+67.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |