Filed December 19, 2023 (most recent of 4 filings on file)
Total covered: 4 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,628 | $99,168-56.0% | $96,534-54.8% | $74,460-41.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 303.14% | 22.40%+280.7pp | 25.88%+277.3pp | 34.38%+268.8pp |
| Employer contribution / active EE | $8,239 | $2,570+220.6% | $2,965+177.8% | $2,638+212.3% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |