Filed September 22, 2022 (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 | $60,487 | $39,859+51.8% | $78,675-23.1% | $57,658+4.9% |
| Participation rate | 97.7% | 66.1%+31.6pp | 73.6%+24.2pp | 70.2%+27.5pp |
| Annual return | 7.63% | 18.96%-11.3pp | 62.19%-54.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $3,017 | $1,786+68.9% | $2,850+5.8% | $1,974+52.8% |
| Participant deferral / active EE | $4,118 | $2,248+83.2% | $3,517+17.1% | $3,061+34.6% |
| Admin fee / account holder | $271 | $76+255.6% | $4,510-94.0% | $95+186.6% |