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 | $190,399 | $79,151+140.6% | $60,919+212.5% | $64,829+193.7% |
| Participation rate | 89.5% | 77.7%+11.8pp | 73.1%+16.4pp | 71.5%+18.0pp |
| Annual return | -11.86% | -7.12%-4.7pp | 16.98%-28.8pp | 32.85%-44.7pp |
| Employer contribution / active EE | $5,858 | $3,052+91.9% | $2,704+116.7% | $2,507+133.7% |
| Participant deferral / active EE | $4,910 | $3,727+31.7% | $3,814+28.7% | $4,312+13.9% |
| Admin fee / account holder | $0 | $106-100.0% | $3,226-100.0% | $188-100.0% |