Filed May 17, 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 | $113,845 | $67,166+69.5% | $57,356+98.5% | $55,191+106.3% |
| Participation rate | 76.2% | 77.7%-1.5pp | 75.1%+1.1pp | 69.2%+7.0pp |
| Annual return | 2.07% | 4.22%-2.2pp | 24.41%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $4,168 | $2,812+48.2% | $2,689+55.0% | $1,899+119.5% |
| Participant deferral / active EE | $4,168 | $2,835+47.0% | $3,162+31.8% | $3,046+36.8% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |