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 | $115,217 | $68,413+68.4% | $123,105-6.4% | $55,191+108.8% |
| Participation rate | 93.2% | 84.5%+8.7pp | 86.8%+6.4pp | 69.2%+24.0pp |
| Annual return | 2.83% | 6.30%-3.5pp | 13.22%-10.4pp | 10.78%-7.9pp |
| Employer contribution / active EE | $3,523 | $3,050+15.5% | $5,151-31.6% | $1,899+85.5% |
| Participant deferral / active EE | $7,677 | $4,490+71.0% | $6,229+23.2% | $3,046+152.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |