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 | $91,692+144.8% | $67,561+232.3% | $77,714+188.8% |
| Participation rate | 93.6% | 76.0%+17.5pp | 72.9%+20.7pp | 70.6%+23.0pp |
| Annual return | 11.90% | 14.88%-3.0pp | 3525.44%-3513.5pp | 31.26%-19.4pp |
| Employer contribution / active EE | $5,928 | $3,188+86.0% | $2,735+116.8% | $2,727+117.4% |
| Participant deferral / active EE | $4,797 | $3,912+22.6% | $4,003+19.8% | $4,649+3.2% |
| Admin fee / account holder | $180 | $245-26.3% | $4,006-95.5% | $433-58.4% |