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 | $228,986 | $164,350+39.3% | $95,968+138.6% | $106,273+115.5% |
| Participation rate | 81.0% | 90.5%-9.5pp | 77.1%+3.9pp | 70.8%+10.2pp |
| Annual return | 13.63% | 14.56%-0.9pp | 91.65%-78.0pp | 21.70%-8.1pp |
| Employer contribution / active EE | $5,067 | $4,292+18.1% | $2,542+99.4% | $2,722+86.1% |
| Participant deferral / active EE | $8,962 | $7,854+14.1% | $4,167+115.1% | $4,601+94.8% |
| Admin fee / account holder | $0 | $65-100.0% | $6,798-100.0% | $78-100.0% |