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 | $44,351 | $65,322-32.1% | $70,476-37.1% | $73,493-39.7% |
| Participation rate | 88.1% | 77.0%+11.1pp | 75.1%+13.0pp | 70.7%+17.4pp |
| Annual return | 16.69% | 15.71%+1.0pp | 109.12%-92.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,106 | $3,375-37.6% | $3,710-43.2% | $3,740-43.7% |
| Admin fee / account holder | $3 | $214-98.6% | $3,847-99.9% | $513-99.4% |