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 | $57,697 | $65,592-12.0% | $90,161-36.0% | $69,634-17.1% |
| Participation rate | 72.4% | 77.6%-5.3pp | 76.9%-4.5pp | 70.7%+1.7pp |
| Annual return | 22.29% | 57.10%-34.8pp | 34.89%-12.6pp | 27572.26%-27550.0pp |
| Employer contribution / active EE | $2,338 | $2,193+6.6% | $3,318-29.5% | $2,032+15.1% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $5,287-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,943-100.0% | $110-100.0% |