Filed July 17, 2024
Total covered: 5 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 | $115,647 | $52,467+120.4% | $57,196+102.2% | $55,167+109.6% |
| Participation rate | 97.0% | 75.8%+21.1pp | 75.3%+21.6pp | 69.0%+28.0pp |
| Annual return | 7.75% | 7.72%0pp | 14.59%-6.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $8,101 | $2,477+227.0% | $2,683+202.0% | $1,963+312.8% |
| Participant deferral / active EE | $7,173 | $2,830+153.4% | $3,096+131.7% | $3,054+134.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |