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 | $91,710+144.8% | $67,560+232.3% | $77,762+188.7% |
| Participation rate | 93.6% | 76.0%+17.5pp | 72.9%+20.6pp | 70.6%+23.0pp |
| Annual return | 11.90% | 14.88%-3.0pp | 3533.50%-3521.6pp | 31.27%-19.4pp |
| Employer contribution / active EE | $5,928 | $3,187+86.0% | $2,737+116.6% | $2,728+117.3% |
| Participant deferral / active EE | $4,797 | $3,911+22.7% | $4,004+19.8% | $4,651+3.1% |
| Admin fee / account holder | $180 | $245-26.4% | $3,994-95.5% | $433-58.4% |