Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
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 | $169,940 | $127,796+33.0% | $76,768+121.4% | $73,367+131.6% |
| Participation rate | 80.0% | 88.2%-8.2pp | 77.0%+3.0pp | 69.5%+10.5pp |
| Annual return | -6.03% | -2.31%-3.7pp | 2.43%-8.5pp | 173.45%-179.5pp |
| Employer contribution / active EE | $5,714 | $3,931+45.3% | $2,485+129.9% | $2,499+128.6% |
| Participant deferral / active EE | $8,982 | $6,924+29.7% | $3,852+133.2% | $4,033+122.7% |
| Admin fee / account holder | $0 | $66-100.0% | $6,676-100.0% | $68-100.0% |