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 | $25,302 | $43,423-41.7% | $78,676-67.8% | $55,167-54.1% |
| Participation rate | 94.4% | 68.0%+26.3pp | 73.6%+20.8pp | 69.0%+25.4pp |
| Annual return | 7.30% | 11.53%-4.2pp | 62.19%-54.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,047 | $2,509-18.4% | $3,517-41.8% | $3,054-33.0% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.7% |