Filed March 8, 2024 (most recent of 2 filings on file)
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 | $41,811 | $98,982-57.8% | $162,185-74.2% | $65,188-35.9% |
| Participation rate | 71.8% | 85.8%-14.0pp | 87.6%-15.8pp | 70.2%+1.6pp |
| Annual return | 98.45% | 24.84%+73.6pp | 115.61%-17.2pp | 29.38%+69.1pp |
| Employer contribution / active EE | $3,992 | $3,467+15.1% | $5,613-28.9% | $2,177+83.4% |
| Participant deferral / active EE | $3,578 | $5,384-33.6% | $7,297-51.0% | $3,514+1.8% |
| Admin fee / account holder | $3 | $596-99.4% | $10,844-100.0% | $847-99.6% |