Filed October 17, 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 | $52,699 | $75,183-29.9% | $123,894-57.5% | $55,167-4.5% |
| Participation rate | 86.2% | 72.8%+13.4pp | 81.4%+4.8pp | 69.0%+17.2pp |
| Annual return | 9.00% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,279 | $2,823-19.3% | $4,617-50.6% | $1,963+16.1% |
| Participant deferral / active EE | $6,626 | $5,084+30.3% | $5,984+10.7% | $3,054+117.0% |
| Admin fee / account holder | $4 | $663-99.3% | $8,357-99.9% | $504-99.1% |