Filed May 17, 2024 (most recent of 9 filings on file)
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $119,293 | $105,581+13.0% | $70,462+69.3% | $90,274+32.1% |
| Participation rate | 97.6% | 77.5%+20.0pp | 75.1%+22.5pp | 73.4%+24.2pp |
| Annual return | 13.01% | 14.78%-1.8pp | 109.08%-96.1pp | 53.97%-41.0pp |
| Employer contribution / active EE | $3,869 | $3,304+17.1% | $2,737+41.3% | $2,523+53.3% |
| Participant deferral / active EE | $5,268 | $3,813+38.2% | $3,710+42.0% | $4,231+24.5% |
| Admin fee / account holder | $5 | $68-91.9% | $3,845-99.9% | $114-95.2% |