Filed May 17, 2024 (most recent of 9 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 | $166,029 | $113,293+46.5% | $67,511+145.9% | $199,768-16.9% |
| Participation rate | 97.4% | 73.3%+24.0pp | 72.9%+24.5pp | 72.0%+25.4pp |
| Annual return | 12.11% | 15.88%-3.8pp | 3517.41%-3505.3pp | 34.26%-22.1pp |
| Employer contribution / active EE | $4,468 | $3,401+31.4% | $2,733+63.5% | $3,037+47.2% |
| Participant deferral / active EE | $5,239 | $4,159+26.0% | $4,000+31.0% | $5,090+2.9% |
| Admin fee / account holder | $66 | $103-35.3% | $3,999-98.3% | $269-75.3% |