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 | $175,025 | $74,552+134.8% | $63,005+177.8% | $69,631+151.4% |
| Participation rate | 94.7% | 78.3%+16.4pp | 74.8%+19.9pp | 70.7%+24.0pp |
| Annual return | 15.85% | 15.77%+0.1pp | 87.59%-71.7pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $7,832 | $2,929+167.4% | $2,760+183.7% | $2,032+285.4% |
| Participant deferral / active EE | $3,867 | $2,974+30.0% | $3,329+16.1% | $3,224+19.9% |
| Admin fee / account holder | $0 | $59-100.0% | $3,599-100.0% | $110-100.0% |