Filed October 20, 2023 (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 | $113,398 | $60,795+86.5% | $69,483+63.2% | $65,186+74.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 5.83% | 17.46%-11.6pp | 28.99%-23.2pp | 29.39%-23.6pp |
| Employer contribution / active EE | $5,570 | $2,452+127.2% | $2,780+100.4% | $2,177+155.9% |
| Participant deferral / active EE | $5,593 | $3,162+76.9% | $3,537+58.2% | $3,514+59.2% |
| Admin fee / account holder | $201 | $314-36.0% | $3,841-94.8% | $847-76.3% |