Filed March 16, 2022
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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 | $46,914 | $52,467-10.6% | $57,196-18.0% | $55,167-15.0% |
| Participation rate | 96.1% | 75.8%+20.3pp | 75.3%+20.8pp | 69.0%+27.1pp |
| Annual return | 32.31% | 7.72%+24.6pp | 14.59%+17.7pp | 169.23%-136.9pp |
| Employer contribution / active EE | $2,426 | $2,477-2.1% | $2,683-9.6% | $1,963+23.6% |
| Participant deferral / active EE | $3,563 | $2,830+25.9% | $3,096+15.1% | $3,054+16.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |