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 | $120,948 | $52,467+130.5% | $57,196+111.5% | $55,167+119.2% |
| Participation rate | 98.9% | 75.8%+23.1pp | 75.3%+23.6pp | 69.0%+30.0pp |
| Annual return | 6.63% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.6pp |
| Employer contribution / active EE | $4,553 | $2,477+83.8% | $2,683+69.7% | $1,963+132.0% |
| Participant deferral / active EE | $5,107 | $2,830+80.5% | $3,096+65.0% | $3,054+67.2% |
| Admin fee / account holder | $3 | $269-99.1% | $3,141-99.9% | $504-99.5% |