Filed February 15, 2021
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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 | $53,221 | $63,114-15.7% | $92,915-42.7% | $65,186-18.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 19.93% | 28.75%-8.8pp | 109.45%-89.5pp | 29.39%-9.5pp |
| Employer contribution / active EE | $7,287 | $2,571+183.5% | $3,653+99.5% | $2,177+234.8% |
| Participant deferral / active EE | $3,241 | $3,108+4.3% | $4,238-23.5% | $3,514-7.8% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |