Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 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 | $128,528 | $67,166+91.4% | $57,356+124.1% | $55,191+132.9% |
| Participation rate | 94.3% | 77.7%+16.6pp | 75.1%+19.2pp | 69.2%+25.1pp |
| Annual return | 2.06% | 4.22%-2.2pp | 24.41%-22.4pp | 10.78%-8.7pp |
| Employer contribution / active EE | $5,554 | $2,812+97.5% | $2,689+106.6% | $1,899+192.5% |
| Participant deferral / active EE | $7,539 | $2,835+165.9% | $3,162+138.5% | $3,046+147.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |