Filed December 30, 2022 (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 | $142,737 | $63,156+126.0% | $122,354+16.7% | $62,293+129.1% |
| Participation rate | 97.5% | 60.0%+37.5pp | 71.6%+25.9pp | 69.5%+28.0pp |
| Annual return | 92.50% | 20.61%+71.9pp | 30.28%+62.2pp | 28.90%+63.6pp |
| Employer contribution / active EE | $4,901 | $1,385+253.9% | $4,051+21.0% | $2,042+140.0% |
| Participant deferral / active EE | $5,694 | $2,321+145.3% | $3,287+73.2% | $3,169+79.7% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |