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 | $129,230 | $55,002+135.0% | $59,899+115.7% | $56,289+129.6% |
| Participation rate | 98.5% | 75.9%+22.5pp | 74.7%+23.8pp | 69.9%+28.6pp |
| Annual return | -4.02% | 1.13%-5.2pp | 3.46%-7.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,807 | $2,448+96.4% | $2,723+76.5% | $2,111+127.7% |
| Participant deferral / active EE | $5,449 | $3,121+74.6% | $3,402+60.2% | $3,350+62.7% |
| Admin fee / account holder | $10 | $236-95.7% | $3,592-99.7% | $521-98.1% |