Filed September 1, 2021
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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 | $23,155 | $41,854-44.7% | $73,836-68.6% | $52,331-55.8% |
| Participation rate | 99.4% | 66.2%+33.2pp | 73.4%+26.0pp | 68.1%+31.3pp |
| Annual return | 5.65% | 2.11%+3.5pp | 2268.06%-2262.4pp | 4.54%+1.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,390 | $2,498-4.3% | $3,583-33.3% | $3,022-20.9% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |