Filed March 2, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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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 | $85,878 | $67,166+27.9% | $57,356+49.7% | $55,191+55.6% |
| Participation rate | 97.7% | 77.7%+20.0pp | 75.1%+22.7pp | 69.2%+28.6pp |
| Annual return | 2.79% | 4.22%-1.4pp | 24.41%-21.6pp | 10.78%-8.0pp |
| Employer contribution / active EE | $4,604 | $2,812+63.7% | $2,689+71.2% | $1,899+142.5% |
| Participant deferral / active EE | $4,777 | $2,835+68.5% | $3,162+51.1% | $3,046+56.8% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |