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 | $146,620 | $74,706+96.3% | $75,714+93.7% | $79,391+84.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 24.89% | 18.52%+6.4pp | 104.62%-79.7pp | 116.88%-92.0pp |
| Employer contribution / active EE | $5,988 | $2,590+131.2% | $2,744+118.3% | $2,428+146.6% |
| Participant deferral / active EE | $6,398 | $3,533+81.1% | $3,820+67.5% | $4,046+58.1% |
| Admin fee / account holder | $284 | $374-24.1% | $3,619-92.1% | $627-54.7% |