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 | $184,636 | $95,542+93.3% | $69,480+165.7% | $67,584+173.2% |
| Participation rate | 95.0% | 79.4%+15.6pp | 74.6%+20.4pp | 71.3%+23.7pp |
| Annual return | 19.02% | 17.67%+1.4pp | 28.99%-10.0pp | 378.59%-359.6pp |
| Employer contribution / active EE | $7,094 | $2,989+137.4% | $2,780+155.2% | $2,148+230.3% |
| Participant deferral / active EE | $4,207 | $3,263+28.9% | $3,537+19.0% | $3,540+18.9% |
| Admin fee / account holder | $0 | $90-100.0% | $3,840-100.0% | $142-100.0% |