Filed January 16, 2024
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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 | $104,440 | $56,640+84.4% | $78,002+33.9% | $55,167+89.3% |
| Participation rate | 98.8% | 73.3%+25.5pp | 75.5%+23.3pp | 69.0%+29.8pp |
| Annual return | 7.17% | 2868.48%-2861.3pp | 425.99%-418.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $5,131 | $1,724+197.7% | $2,470+107.7% | $1,963+161.4% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $467-99.9% | $5,481-100.0% | $504-99.9% |