Filed June 27, 2023 (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 | $143,464 | $52,467+173.4% | $57,196+150.8% | $55,167+160.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 75.3%-0.3pp | 69.0%+6.0pp |
| Annual return | 6.09% | 7.72%-1.6pp | 14.59%-8.5pp | 169.23%-163.1pp |
| Employer contribution / active EE | $7,742 | $2,477+212.5% | $2,683+188.6% | $1,963+294.5% |
| Participant deferral / active EE | $8,464 | $2,830+199.1% | $3,096+173.4% | $3,054+177.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |