Filed November 17, 2022 (most recent of 3 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 | $61,212 | $66,650-8.2% | $92,916-34.1% | $67,584-9.4% |
| Participation rate | 95.8% | 72.5%+23.3pp | 76.0%+19.8pp | 71.3%+24.5pp |
| Annual return | 16.98% | 92.64%-75.7pp | 109.45%-92.5pp | 378.59%-361.6pp |
| Employer contribution / active EE | $4,389 | $2,777+58.1% | $3,654+20.1% | $2,148+104.3% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |