Filed January 4, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $207,179 | $63,346+227.1% | $92,240+124.6% | $70,126+195.4% |
| Participation rate | 94.4% | 68.7%+25.7pp | 76.5%+17.9pp | 69.5%+24.8pp |
| Annual return | 12.94% | 530.19%-517.2pp | 176.29%-163.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $9,536 | $2,471+285.9% | $3,680+159.2% | $2,343+307.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |