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 | $113,568+46.2% | $67,524+145.9% | $199,874-16.9% |
| Participation rate | 97.4% | 73.3%+24.1pp | 72.9%+24.5pp | 72.0%+25.4pp |
| Annual return | 12.11% | 15.88%-3.8pp | 3519.41%-3507.3pp | 34.28%-22.2pp |
| Employer contribution / active EE | $4,468 | $3,409+31.1% | $2,734+63.4% | $3,036+47.2% |
| Participant deferral / active EE | $5,239 | $4,163+25.9% | $4,001+30.9% | $5,090+2.9% |
| Admin fee / account holder | $66 | $102-35.2% | $4,001-98.3% | $269-75.4% |