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 | $200,507 | $143,368+39.9% | $87,102+130.2% | $89,609+123.8% |
| Participation rate | 81.0% | 88.2%-7.2pp | 76.9%+4.1pp | 69.6%+11.4pp |
| Annual return | 20.69% | 28.55%-7.9pp | 28.19%-7.5pp | 33.65%-13.0pp |
| Employer contribution / active EE | $5,723 | $4,012+42.6% | $2,521+127.0% | $2,584+121.5% |
| Participant deferral / active EE | $9,031 | $7,129+26.7% | $4,048+123.1% | $4,222+113.9% |
| Admin fee / account holder | $0 | $61-100.0% | $7,493-100.0% | $72-100.0% |