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 | $153,715 | $68,408+124.7% | $57,196+168.7% | $57,661+166.6% |
| Participation rate | 94.3% | 79.1%+15.2pp | 75.3%+19.0pp | 70.2%+24.1pp |
| Annual return | 5.86% | 8.51%-2.6pp | 14.59%-8.7pp | 5.13%+0.7pp |
| Employer contribution / active EE | $7,556 | $2,869+163.4% | $2,683+181.6% | $1,974+282.8% |
| Participant deferral / active EE | $3,644 | $2,903+25.5% | $3,096+17.7% | $3,061+19.1% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |