Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 9.96% | 5.48%+4.5pp | 9.82%+0.1pp | 9.30%+0.7pp |
| Employer contribution / active EE | $4,477 | $9,127-50.9% | $30,322-85.2% | $12,551-64.3% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |