Filed October 27, 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 | $41,366 | $40,275+2.7% | $57,356-27.9% | $59,633-30.6% |
| Participation rate | 90.1% | 69.1%+21.0pp | 75.1%+15.0pp | 68.7%+21.5pp |
| Annual return | 1.44% | 27.52%-26.1pp | 24.41%-23.0pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,571 | $2,400+7.1% | $3,162-18.7% | $3,192-19.4% |
| Admin fee / account holder | $26 | $2,820-99.1% | $3,357-99.2% | $4,297-99.4% |