Filed October 11, 2022 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $156,421 | $67,166+132.9% | $57,357+172.7% | $55,191+183.4% |
| Participation rate | 93.4% | 77.7%+15.6pp | 75.1%+18.3pp | 69.2%+24.2pp |
| Annual return | 0.67% | 4.22%-3.6pp | 24.41%-23.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $7,800 | $2,812+177.4% | $2,689+190.1% | $1,899+310.8% |
| Participant deferral / active EE | $3,603 | $2,835+27.1% | $3,162+14.0% | $3,046+18.3% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |