Filed October 8, 2021 (most recent of 4 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 | $115,682 | $67,166+72.2% | $57,356+101.7% | $55,191+109.6% |
| Participation rate | 97.7% | 77.7%+20.0pp | 75.1%+22.6pp | 69.2%+28.5pp |
| Annual return | 1.28% | 4.22%-2.9pp | 24.41%-23.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,826 | $2,812+0.5% | $2,689+5.1% | $1,899+48.8% |
| Participant deferral / active EE | $3,160 | $2,835+11.5% | $3,162-0.1% | $3,046+3.7% |
| Admin fee / account holder | $0 | $44-99.5% | $3,357-100.0% | $91-99.7% |