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 | $119,769 | $65,322+83.4% | $70,494+69.9% | $73,497+63.0% |
| Participation rate | 99.4% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 6.26% | 15.71%-9.5pp | 109.16%-102.9pp | 28.51%-22.3pp |
| Employer contribution / active EE | $6,087 | $2,460+147.4% | $2,738+122.3% | $2,270+168.1% |
| Participant deferral / active EE | $6,559 | $3,375+94.4% | $3,711+76.8% | $3,740+75.4% |
| Admin fee / account holder | $263 | $214+23.0% | $3,848-93.2% | $513-48.7% |