Filed February 5, 2024 (most recent of 3 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 | $109,204 | $88,324+23.6% | $115,038-5.1% | $55,191+97.9% |
| Participation rate | 99.0% | 72.5%+26.5pp | 81.4%+17.7pp | 69.2%+29.9pp |
| Annual return | 4.78% | 6.30%-1.5pp | 26.14%-21.4pp | 10.78%-6.0pp |
| Employer contribution / active EE | $9,619 | $2,805+242.9% | $4,608+108.8% | $1,899+406.6% |
| Participant deferral / active EE | $6,547 | $5,042+29.8% | $6,026+8.6% | $3,046+114.9% |
| Admin fee / account holder | $17 | $105-83.5% | $8,175-99.8% | $91-80.9% |