Filed July 14, 2023 (most recent of 2 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 | $77,975 | $67,166+16.1% | $57,356+35.9% | $55,191+41.3% |
| Participation rate | 95.3% | 77.7%+17.6pp | 75.1%+20.2pp | 69.2%+26.2pp |
| Annual return | 3.72% | 4.22%-0.5pp | 24.41%-20.7pp | 10.78%-7.1pp |
| Employer contribution / active EE | $2,909 | $2,812+3.4% | $2,689+8.2% | $1,899+53.2% |
| Participant deferral / active EE | $4,084 | $2,835+44.1% | $3,162+29.2% | $3,046+34.1% |
| Admin fee / account holder | $3 | $44-92.6% | $3,357-99.9% | $91-96.4% |