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 | $140,608 | $57,976+142.5% | $63,018+123.1% | $62,293+125.7% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.8%+24.2pp | 69.5%+29.5pp |
| Annual return | 14.96% | 17.54%-2.6pp | 87.62%-72.7pp | 28.90%-13.9pp |
| Employer contribution / active EE | $4,554 | $2,415+88.6% | $2,761+65.0% | $2,042+123.0% |
| Participant deferral / active EE | $5,278 | $2,956+78.6% | $3,330+58.5% | $3,169+66.6% |
| Admin fee / account holder | $6 | $276-97.8% | $3,601-99.8% | $479-98.7% |