Filed May 3, 2023
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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 | $55,409 | $67,166-17.5% | $57,356-3.4% | $55,191+0.4% |
| Participation rate | 83.5% | 77.7%+5.8pp | 75.1%+8.5pp | 69.2%+14.4pp |
| Annual return | 1.74% | 4.22%-2.5pp | 24.41%-22.7pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,588 | $2,812-43.5% | $2,689-40.9% | $1,899-16.3% |
| Participant deferral / active EE | $2,083 | $2,835-26.5% | $3,162-34.1% | $3,046-31.6% |
| Admin fee / account holder | $4 | $44-91.4% | $3,357-99.9% | $91-95.9% |