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 | $161,931 | $70,083+131.1% | $59,899+170.3% | $55,727+190.6% |
| Participation rate | 95.0% | 78.4%+16.6pp | 74.7%+20.3pp | 70.9%+24.1pp |
| Annual return | -2.73% | 3.13%-5.9pp | 3.46%-6.2pp | 244.94%-247.7pp |
| Employer contribution / active EE | $7,522 | $2,878+161.3% | $2,723+176.3% | $2,078+261.9% |
| Participant deferral / active EE | $3,971 | $3,079+29.0% | $3,403+16.7% | $3,356+18.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |