Filed October 11, 2022 (most recent of 4 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 | $224,472 | $91,680+144.8% | $67,524+232.4% | $77,692+188.9% |
| Participation rate | 93.6% | 76.0%+17.6pp | 72.9%+20.7pp | 70.6%+23.0pp |
| Annual return | 11.90% | 14.87%-3.0pp | 3519.41%-3507.5pp | 31.25%-19.4pp |
| Employer contribution / active EE | $5,928 | $3,186+86.1% | $2,734+116.8% | $2,726+117.4% |
| Participant deferral / active EE | $4,797 | $3,909+22.7% | $4,001+19.9% | $4,648+3.2% |
| Admin fee / account holder | $180 | $176+2.2% | $4,001-95.5% | $431-58.1% |