Filed January 11, 2023 (most recent of 4 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 | $116,810 | $68,408+70.8% | $57,196+104.2% | $57,658+102.6% |
| Participation rate | 77.0% | 79.1%-2.1pp | 75.3%+1.7pp | 70.2%+6.8pp |
| Annual return | 7.44% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $4,038 | $2,869+40.7% | $2,683+50.5% | $1,974+104.6% |
| Participant deferral / active EE | $2,862 | $2,903-1.4% | $3,096-7.6% | $3,061-6.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |