Filed May 17, 2024 (most recent of 9 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $68,113 | $68,408-0.4% | $57,196+19.1% | $57,658+18.1% |
| Participation rate | 98.0% | 79.1%+18.9pp | 75.3%+22.7pp | 70.2%+27.8pp |
| Annual return | 7.09% | 8.51%-1.4pp | 14.59%-7.5pp | 5.13%+2.0pp |
| Employer contribution / active EE | $5,214 | $2,869+81.7% | $2,683+94.3% | $1,974+164.2% |
| Participant deferral / active EE | $3,698 | $2,903+27.4% | $3,096+19.4% | $3,061+20.8% |
| Admin fee / account holder | $4 | $70-93.7% | $3,141-99.9% | $95-95.4% |