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 | $140,830 | $74,552+88.9% | $63,018+123.5% | $69,631+102.3% |
| Participation rate | 74.2% | 78.3%-4.1pp | 74.8%-0.6pp | 70.7%+3.5pp |
| Annual return | 15.02% | 15.77%-0.7pp | 87.62%-72.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $4,980 | $2,929+70.0% | $2,761+80.4% | $2,032+145.1% |
| Participant deferral / active EE | $4,868 | $2,974+63.7% | $3,330+46.2% | $3,224+51.0% |
| Admin fee / account holder | $16 | $59-73.0% | $3,601-99.6% | $110-85.5% |