Filed November 17, 2023 (most recent of 2 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 | $83,602 | $74,552+12.1% | $63,018+32.7% | $69,631+20.1% |
| Participation rate | 88.1% | 78.3%+9.8pp | 74.8%+13.3pp | 70.7%+17.4pp |
| Annual return | 14.24% | 15.77%-1.5pp | 87.62%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $4,513 | $2,929+54.1% | $2,761+63.5% | $2,032+122.1% |
| Participant deferral / active EE | $2,256 | $2,974-24.1% | $3,330-32.2% | $3,224-30.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |