Filed November 15, 2022 (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 | $31,147 | $66,124-52.9% | $90,430-65.6% | $73,493-57.6% |
| Participation rate | 76.3% | 69.7%+6.6pp | 72.7%+3.6pp | 70.7%+5.6pp |
| Annual return | 12.47% | 17.65%-5.2pp | 1293.73%-1281.3pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,239 | $2,346-47.2% | $3,262-62.0% | $2,270-45.4% |
| Participant deferral / active EE | $1,907 | $3,039-37.3% | $3,963-51.9% | $3,740-49.0% |
| Admin fee / account holder | $3 | $396-99.3% | $5,613-100.0% | $513-99.5% |