Filed September 15, 2023
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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 | $57,500 | $57,976-0.8% | $63,018-8.8% | $62,293-7.7% |
| Participation rate | 96.2% | 75.9%+20.2pp | 74.8%+21.4pp | 69.5%+26.6pp |
| Annual return | 11.84% | 17.54%-5.7pp | 87.62%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,877 | $2,415-22.3% | $2,761-32.0% | $2,042-8.1% |
| Participant deferral / active EE | $3,869 | $2,956+30.9% | $3,330+16.2% | $3,169+22.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |