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 | $205,830 | $84,948+142.3% | $70,492+192.0% | $73,415+180.4% |
| Participation rate | 94.9% | 79.9%+15.0pp | 75.1%+19.8pp | 72.2%+22.7pp |
| Annual return | 15.02% | 13.39%+1.6pp | 109.16%-94.1pp | 59.30%-44.3pp |
| Employer contribution / active EE | $5,762 | $2,834+103.3% | $2,738+110.4% | $2,234+157.9% |
| Participant deferral / active EE | $4,138 | $3,387+22.2% | $3,711+11.5% | $3,806+8.7% |
| Admin fee / account holder | $0 | $98-100.0% | $3,848-100.0% | $158-100.0% |