Filed July 14, 2023 (most recent of 2 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 | $80,326 | $68,408+17.4% | $57,196+40.4% | $57,658+39.3% |
| Participation rate | 95.0% | 79.1%+15.9pp | 75.3%+19.7pp | 70.2%+24.8pp |
| Annual return | 6.55% | 8.51%-2.0pp | 14.59%-8.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,914 | $2,869+1.6% | $2,683+8.6% | $1,974+47.6% |
| Participant deferral / active EE | $4,405 | $2,903+51.7% | $3,096+42.3% | $3,061+43.9% |
| Admin fee / account holder | $18 | $70-73.9% | $3,141-99.4% | $95-80.7% |