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 | $79,756 | $70,083+13.8% | $59,883+33.2% | $55,725+43.1% |
| Participation rate | 88.1% | 78.4%+9.8pp | 74.7%+13.4pp | 70.9%+17.3pp |
| Annual return | -2.57% | 3.13%-5.7pp | 3.46%-6.0pp | 244.93%-247.5pp |
| Employer contribution / active EE | $4,834 | $2,878+67.9% | $2,722+77.6% | $2,078+132.6% |
| Participant deferral / active EE | $2,417 | $3,079-21.5% | $3,402-29.0% | $3,356-28.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,591-100.0% | $115-100.0% |