Filed November 16, 2023
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 | $58,803 | $55,182+6.6% | $73,309-19.8% | $55,191+6.5% |
| Participation rate | 81.8% | 73.9%+7.8pp | 74.9%+6.9pp | 69.2%+12.6pp |
| Annual return | 2.59% | 8.55%-6.0pp | 5.67%-3.1pp | 10.78%-8.2pp |
| Employer contribution / active EE | $2,441 | $1,935+26.2% | $3,237-24.6% | $1,899+28.6% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $4,991-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $5,635-100.0% | $91-100.0% |