Filed January 10, 2024 (most recent of 2 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 | $91,049 | $57,976+57.0% | $63,005+44.5% | $62,293+46.2% |
| Participation rate | 98.0% | 75.9%+22.0pp | 74.8%+23.2pp | 69.5%+28.4pp |
| Annual return | 12.95% | 17.54%-4.6pp | 87.59%-74.6pp | 28.90%-16.0pp |
| Employer contribution / active EE | $4,176 | $2,415+72.9% | $2,760+51.3% | $2,042+104.5% |
| Participant deferral / active EE | $2,116 | $2,956-28.4% | $3,329-36.4% | $3,169-33.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,599-100.0% | $479-100.0% |