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 | $103,669 | $84,948+22.0% | $70,494+47.1% | $73,412+41.2% |
| Participation rate | 95.9% | 79.9%+15.9pp | 75.1%+20.8pp | 72.2%+23.7pp |
| Annual return | 13.56% | 13.39%+0.2pp | 109.16%-95.6pp | 59.30%-45.7pp |
| Employer contribution / active EE | $3,377 | $2,834+19.2% | $2,738+23.3% | $2,234+51.2% |
| Participant deferral / active EE | $5,028 | $3,387+48.5% | $3,711+35.5% | $3,806+32.1% |
| Admin fee / account holder | $67 | $98-31.4% | $3,848-98.3% | $158-57.4% |