Filed March 15, 2023 (most recent of 3 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 | $98,783 | $52,467+88.3% | $57,196+72.7% | $55,167+79.1% |
| Participation rate | 99.1% | 75.8%+23.3pp | 75.3%+23.8pp | 69.0%+30.1pp |
| Annual return | 8.76% | 7.72%+1.0pp | 14.59%-5.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $4,351 | $2,477+75.6% | $2,683+62.2% | $1,963+121.7% |
| Participant deferral / active EE | $6,996 | $2,830+147.2% | $3,096+126.0% | $3,054+129.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |