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 | $163,935 | $57,976+182.8% | $63,003+160.2% | $62,293+163.2% |
| Participation rate | 93.2% | 75.9%+17.3pp | 74.8%+18.4pp | 69.5%+23.7pp |
| Annual return | 15.67% | 17.54%-1.9pp | 87.59%-71.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $7,038 | $2,415+191.5% | $2,760+155.0% | $2,042+244.6% |
| Participant deferral / active EE | $7,437 | $2,956+151.6% | $3,329+123.4% | $3,169+134.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |