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 | $111,538 | $58,093+92.0% | $80,022+39.4% | $56,289+98.2% |
| Participation rate | 99.4% | 73.6%+25.7pp | 75.8%+23.5pp | 69.9%+29.5pp |
| Annual return | 7.03% | 34.63%-27.6pp | 11.22%-4.2pp | -9.96%+17.0pp |
| Employer contribution / active EE | $5,399 | $1,933+179.3% | $2,468+118.7% | $2,111+155.7% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $623-99.8% | $6,521-100.0% | $521-99.7% |