Filed May 20, 2024
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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 | $22,561 | $49,249-54.2% | $70,476-68.0% | $79,852-71.7% |
| Participation rate | 84.8% | 69.2%+15.6pp | 75.1%+9.8pp | 69.6%+15.2pp |
| Annual return | 38.57% | 30.09%+8.5pp | 109.12%-70.5pp | 31.72%+6.9pp |
| Employer contribution / active EE | $3,038 | $2,100+44.7% | $2,738+11.0% | $2,471+22.9% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |